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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
Anastasia Khokholkova (CRD# 4758728) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monterey, CA and has over 18 years of experience in the finance industry.
Larissa Lea (CRD# 6548854) is an Investment Advisor Representative working at Lpl Financial LLC in Monterey, CA and has 1 year of experience in the finance industry.
Brian Nervino (CRD# 6365569) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Monterey, CA and has over 8 years of experience in the finance industry.
Thomas North (CRD# 723949) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monterey, CA and has over 43 years of experience in the finance industry.
Thomas Ogden (CRD# 7476079) is an Investment Advisor Representative working at Ogden, Thomas in Monterey, CA and has over 2 years of experience in the finance industry.
Kay Oh (CRD# 6268701) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 10 years of experience in the finance industry.
Armando Perez Jacinto (CRD# 7796309) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monterey, CA and has 1 year of experience in the finance industry.
Gregory Rutherford (CRD# 2459249) is an Investment Advisor Representative working at Thepartners Wealth Management in Monterey, CA and has over 29 years of experience in the finance industry. Gregory Rutherford 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.
Jared Simmons (CRD# 7725670) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Monterey, CA and has 1 year of experience in the finance industry.
Nathan Steen (CRD# 4825706) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monterey, CA and has over 19 years of experience in the finance industry.