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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
Cory Kelly (CRD# 4379359) is an Investment Advisor Representative working at Principal Securities, Inc. in Modesto, CA and has over 7 years of experience in the finance industry.
Mark Kleiderlein (CRD# 2749226) is an Investment Advisor Representative working at Principal Securities, Inc. in Modesto, CA and has over 27 years of experience in the finance industry. Mark Kleiderlein 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.
Andrew Lambertson (CRD# 5256385) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Modesto, CA and has over 17 years of experience in the finance industry.
Chris Lantin (CRD# 2785567) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 25 years of experience in the finance industry.
Matthew Lattig (CRD# 4917977) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Modesto, CA and has over 18 years of experience in the finance industry.
John Lee (CRD# 4681994) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 20 years of experience in the finance industry.
Gene Lenfest (CRD# 2945201) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Modesto, CA and has over 26 years of experience in the finance industry.
Richard Lewis (CRD# 1181837) is an Investment Advisor Representative working at Eagle Strategies LLC in Modesto, CA and has over 28 years of experience in the finance industry. Richard Lewis 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.
Tammy Littlefield (CRD# 4946662) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Modesto, CA and has over 18 years of experience in the finance industry.
Scott Macdonald (CRD# 1707154) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Modesto, CA and has over 36 years of experience in the finance industry.