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Distance Only Modesto, CA
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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
Thad Ortez (CRD# 4214434) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Modesto, CA and has over 23 years of experience in the finance industry. Thad Ortez 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.
Anant Patel (CRD# 5613647) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Modesto, CA and has over 15 years of experience in the finance industry.
Steven Pinedo (CRD# 4588673) is an Investment Advisor Representative working at Pinedo Financial Services in Modesto, CA and has over 20 years of experience in the finance industry. Steven Pinedo 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.
Robert Powell (CRD# 5960161) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Modesto, CA and has over 12 years of experience in the finance industry. Robert Powell 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.
Julia Ridgway (CRD# 6208056) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Modesto, CA and has over 10 years of experience in the finance industry.
Tommy Roy (CRD# 5694546) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 5 years of experience in the finance industry.
Timothy Ryan (CRD# 2379665) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Modesto, CA and has over 30 years of experience in the finance industry.
Alana Scott (CRD# 5462969) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Modesto, CA and has over 15 years of experience in the finance industry.
Nicole Seghetti, CFP® (CRD# 4782867) is CERTIFIED FINANCIAL PLANNER™ professional and an Investment Advisor Representative. She is the founder of Luminary Financial Planning in Modesto, CA, a fee-only boutique firm serving savvy women and their families. We help unburden you by simplifying the financial planning process. Ultimately, our success lies in your financial peace of mind. Nicole has over a dozen years of experience in the finance industry. She is interested in seeing how she can help you plan for -- and achieve -- your desired future.
Spencer Seidler (CRD# 5727069) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 14 years of experience in the finance industry.