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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Ronald Pray (CRD# 713509) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Gilroy, CA and has over 37 years of experience in the finance industry.
Agustin Ramirez (CRD# 4778032) is an Investment Advisor Representative working at Primerica Advisors in Watsonville, CA and has over 18 years of experience in the finance industry.
Matthew Reinhardt (CRD# 5797963) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Morgan Hill, CA and has over 7 years of experience in the finance industry.
David Reynolds (CRD# 4511663) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 22 years of experience in the finance industry.
Vijaylakshmi Shetty (CRD# 5335075) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 16 years of experience in the finance industry.
Michael Smith (CRD# 4171400) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 23 years of experience in the finance industry.
Fred Sprinz (CRD# 843931) is an Investment Advisor Representative working at On Investment Management Co in Salinas, CA and has over 25 years of experience in the finance industry. Fred Sprinz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Joseph Stretch (CRD# 6579607) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Salinas, CA and has over 8 years of experience in the finance industry.
Mark Taylan (CRD# 4418749) is an Investment Advisor Representative working at Eastsound Capital Advisors, LLC in Morgan Hill, CA and has over 21 years of experience in the finance industry.
Karl James Thoeni (CRD# 6118858) is an Investment Advisor Representative working at Lpl Financial LLC in Gilroy, CA and has over 10 years of experience in the finance industry.