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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
Daniel McCurdy (CRD# 6361133) is an Investment Advisor Representative working at Mccurdy Financial Solutions in Rocklin, CA and has over 9 years of experience in the finance industry. Daniel McCurdy 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.
Peter McDonald (CRD# 5310879) is an Investment Advisor Representative working at Edward Jones in Rocklin, CA and has over 16 years of experience in the finance industry.
Vinell McWilliams (CRD# 2434091) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lincoln, CA and has over 30 years of experience in the finance industry.
Scott Mehren (CRD# 4249198) is an Investment Advisor Representative working at American Investors Co in Rocklin, CA and has over 23 years of experience in the finance industry.
Robert Moore (CRD# 6529764) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rocklin, CA and has over 7 years of experience in the finance industry.
Christopher Morgan (CRD# 2478980) is an Investment Advisor Representative working at Christopher B. Morgan in Rocklin, CA and has over 29 years of experience in the finance industry.
Seth Morsey (CRD# 5797542) is an Investment Advisor Representative working at Principal Securities, Inc. in Rocklin, CA and has over 13 years of experience in the finance industry.
Emin Nabiyev (CRD# 7055424) is an Investment Advisor Representative working at Edward Jones in Yuba City, CA and has over 5 years of experience in the finance industry.
Richard Nelson (CRD# 5676693) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rocklin, CA and has over 14 years of experience in the finance industry. Richard Nelson 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.
Kent Noard (CRD# 1026387) is an Investment Advisor Representative working at Kln Financial Group in Lincoln, CA and has over 32 years of experience in the finance industry. Kent Noard 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.