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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
Cole Schieferle (CRD# 6227645) is an Investment Advisor Representative working at Cws Asset Management in Visalia, CA and has over 10 years of experience in the finance industry.
Brett Schroeder (CRD# 2209750) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Visalia, CA and has over 31 years of experience in the finance industry.
Charles Sick (CRD# 6987669) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Visalia, CA and has over 4 years of experience in the finance industry.
Penney Sick (CRD# 4372936) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Visalia, CA and has over 22 years of experience in the finance industry.
Todd Sorensen (CRD# 2408435) is an Investment Advisor Representative working at Victory Wealth Management, LLC in Reedley, CA and has over 30 years of experience in the finance industry.
Susan Tackett (CRD# 3215726) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Hanford, CA and has over 24 years of experience in the finance industry.
Paul Takhar (CRD# 5727058) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hanford, CA and has over 14 years of experience in the finance industry.
Devon Taylor (CRD# 6707364) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Visalia, CA and has over 6 years of experience in the finance industry.
Craig Vejvoda (CRD# 1201684) is an Investment Advisor Representative working at Principal Securities, Inc. in Tulare, CA and has over 25 years of experience in the finance industry. Craig Vejvoda 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.
Julie Williams (CRD# 5710906) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hanford, CA and has over 14 years of experience in the finance industry.