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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
Catherine Grambow (CRD# 4786868) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in El Dorado Hills, CA and has over 19 years of experience in the finance industry.
Ethan Green (CRD# 6633072) is an Investment Advisor Representative working at Lake Tahoe Wealth Management, Inc. in Folsom, CA and has 1 year of experience in the finance industry. Ethan Green 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.
Marios Gregoriou (CRD# 1513260) is an Investment Advisor Representative working at Elite Capital Services, LLC in Folsom, CA and has over 28 years of experience in the finance industry.
Deborah Grose (CRD# 5659145) is an Investment Advisor Representative working at Lake Tahoe Wealth Management, Inc. in Folsom, CA and has 1 year of experience in the finance industry. Deborah Grose 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.
Tony Guan (CRD# 4231924) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Folsom, CA and has over 23 years of experience in the finance industry.
Bryan Gutierrez (CRD# 5951048) is an Investment Advisor Representative working at Statheros Financial Solutions, Inc. in El Dorado Hills, CA and has over 12 years of experience in the finance industry.
Daniel Gutierrez (CRD# 2411599) is an Investment Advisor Representative working at Statheros Financial Solutions, Inc. in El Dorado Hills, CA and has 1 year of experience in the finance industry.
Darryl Hall (CRD# 4185048) is an Investment Advisor Representative working at Cuso Financial Services in Folsom, CA and has over 23 years of experience in the finance industry.
Lisa Hamilton (CRD# 3213063) is an Investment Advisor Representative working at Captrust in Falsom, CA and has over 23 years of experience in the finance industry.
John Hansen (CRD# 2335807) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in El Dorado Hills, CA and has over 31 years of experience in the finance industry.