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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
Gerald Klosterboer (CRD# 856154) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Zephyr Cove, NV and has over 42 years of experience in the finance industry. Gerald Klosterboer 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 Kong (CRD# 2788868) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Incline Village, NV and has over 27 years of experience in the finance industry.
Lauren Landfield (CRD# 2843904) is an Investment Advisor Representative working at Panthera Capital LLC in Incline Village, NV and has over 27 years of experience in the finance industry.
Arthur Lane (CRD# 1949424) is an Investment Advisor Representative working at Western International Securities in Crystal Bay, NV and has over 34 years of experience in the finance industry.
Matthew Laverone (CRD# 4908896) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Manteca, CA and has over 19 years of experience in the finance industry.
Lawrence Lazar (CRD# 3111805) is an Investment Advisor Representative working at Western International Securities in Crystal Bay, NV and has over 25 years of experience in the finance industry.
John Lee (CRD# 722251) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Incline Village, NV and has over 43 years of experience in the finance industry.
Marilyn Lewis (CRD# 3046281) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Carson City, NV and has over 25 years of experience in the finance industry.
William Litton (CRD# 1684246) is an Investment Advisor Representative working at Castle Coast Wealth, LLC in Incline Village, NV and has over 29 years of experience in the finance industry. William Litton 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.
Jack Liu (CRD# 2437713) is an Investment Advisor Representative working at Options Best Financial in Gardnerville, NV and has over 30 years of experience in the finance industry.