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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
Andrea Steiner (CRD# 5620516) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Incline Village, NV and has over 15 years of experience in the finance industry.
Anthony Stella (CRD# 435090) is an Investment Advisor Representative working at Western International Securities in Crystal Bay, NV and has over 39 years of experience in the finance industry.
Maurice Storch (CRD# 2555824) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Incline Village, NV and has over 29 years of experience in the finance industry.
Dave Straley (CRD# 1457197) is an Investment Advisor Representative working at 3rd Creek Investments in Incline Village, NV and has over 24 years of experience in the finance industry.
Gwen Straley (CRD# 6447170) is an Investment Advisor Representative working at 3rd Creek Investments, Inc., and has 1 year of experience in the finance industry.
John Sullivan (CRD# 1555016) is an Investment Advisor Representative working at Sullivan Capital Management in Incline Village, NV and has over 34 years of experience in the finance industry.
Mary Sullivan (CRD# 2242925) is an Investment Advisor Representative working at Emerald Bay Wealth Management LLC in Tahoe City, CA and has over 12 years of experience in the finance industry. Mary Sullivan 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.
Brittany Surina (CRD# 6103914) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Incline Village, NV and has over 11 years of experience in the finance industry.
Thomas Troutner (CRD# 5416579) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Washoe Valley, NV and has over 15 years of experience in the finance industry.
Dana Uken (CRD# 4993570) is an Investment Advisor Representative working at Edward Jones in Carson City, NV and has over 18 years of experience in the finance industry.