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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
Nicolas Santoyo (CRD# 7513626) is an Investment Advisor Representative working at Wulff, Hansen & Company in Lodi, CA and has over 2 years of experience in the finance industry.
Erica Taylor (CRD# 7671632) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lodi, CA and has 1 year of experience in the finance industry.
Monica Wolf (CRD# 6976262) is an Investment Advisor Representative working at Blueprint Investments And Tax Planning in Lodi, CA and has 1 year of experience in the finance industry.
Jack Wolger (CRD# 7129725) is an Investment Advisor Representative working at Edward Jones in Lodi, CA and has 1 year of experience in the finance industry.
John Aaron (CRD# 5567930) is an Investment Advisor Representative working at Avantax Advisory Services in Brentwood, CA and has over 15 years of experience in the finance industry.
Anthony Apostolidis (CRD# 1833654) is an Investment Advisor Representative working at Lpl Financial LLC in Stockton, CA and has over 27 years of experience in the finance industry.
Rama Appalla (CRD# 6805731) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Elk Grove, CA and has over 6 years of experience in the finance industry.
Frank Avila (CRD# 6196475) is an Investment Advisor Representative working at Eagle Strategies LLC in Elk Grove, CA and has over 10 years of experience in the finance industry.
Marites Avila (CRD# 6109374) is an Investment Advisor Representative working at Commonwealth Financial Network in Elk Grove, CA and has over 11 years of experience in the finance industry. Marites Avila 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.
Malonn Barnes (CRD# 4726515) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stockton, CA and has over 20 years of experience in the finance industry.