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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
Kay Sullivan (CRD# 4553064) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 21 years of experience in the finance industry.
Michael Sullivan (CRD# 1058805) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 41 years of experience in the finance industry.
Joseph Sweeney (CRD# 4244686) is an Investment Advisor Representative working at Seal Rock Wealth Management, LLC in Monterey, CA and has over 23 years of experience in the finance industry.
Laurence Walker (CRD# 1001751) is an Investment Advisor Representative working at Commonwealth Financial Network in Monterey, CA and has over 42 years of experience in the finance industry.
Anne Wight (CRD# 5312365) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Monterey, CA and has over 16 years of experience in the finance industry.
Michael Williams (CRD# 4740823) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Monterey, CA and has over 19 years of experience in the finance industry. Michael Williams 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.
Roland Zee (CRD# 5558957) is an Investment Advisor Representative working at Zrcor Inc. in Monterey, CA and has over 16 years of experience in the finance industry.
Nicandro Albert (CRD# 7069629) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Monterey, CA and has 1 year of experience in the finance industry.
Eriberto Alvarez (CRD# 5292829) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 4 years of experience in the finance industry.
Itzak Beleche-Gonzalez (CRD# 7199684) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 3 years of experience in the finance industry.