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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
Angelika Lipow (CRD# 6280917) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Monterey, CA and has over 10 years of experience in the finance industry.
Spencer Lloyd (CRD# 5371072) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 7 years of experience in the finance industry. Spencer Lloyd 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.
Kevin Mahoney (CRD# 2843190) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 27 years of experience in the finance industry. Kevin Mahoney 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.
Joseph Martello (CRD# 1715045) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Monterey, CA and has over 36 years of experience in the finance industry.
Michael McCloud (CRD# 2873809) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Monterey, CA and has over 26 years of experience in the finance industry.
Ryan McCormick (CRD# 4658728) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 20 years of experience in the finance industry.
Daniel McFarlane (CRD# 733655) is an Investment Advisor Representative working at Mcfarlane Investment Advisory Services Inc. in Monterey, CA and has over 41 years of experience in the finance industry.
Morgane McNally (CRD# 6383146) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 7 years of experience in the finance industry.
Catherine Mendelsohn (CRD# 5219010) is an Investment Advisor Representative working at Hawley Personal Finance in Monterey, CA and has over 13 years of experience in the finance industry. Catherine Mendelsohn 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.
John Mera (CRD# 4567050) is an Investment Advisor Representative working at Lpl Financial LLC in Monterey, CA and has over 21 years of experience in the finance industry.