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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
Steven Merrell (CRD# 1546736) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 32 years of experience in the finance industry. Steven Merrell 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.
Jennifer Metcalf (CRD# 4611906) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Monterey, CA and has over 18 years of experience in the finance industry. Jennifer Metcalf 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.
Christopher Murray (CRD# 5201884) is an Investment Advisor Representative working at Hilltop Securities Inc. in Monterey, CA and has over 17 years of experience in the finance industry.
Whitney Ning (CRD# 4448684) 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.
Herminia Ojeda (CRD# 5015828) 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.
Melissa Paddock (CRD# 6752432) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Monterey, CA and has over 6 years of experience in the finance industry.
David Palshaw (CRD# 4395191) is an Investment Advisor Representative working at Monterey Bay Asset Management LLC in Monterey, CA and has over 21 years of experience in the finance industry. David Palshaw 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.
William Pinkerton (CRD# 865643) is an Investment Advisor Representative working at Hilltop Securities Inc. in Monterey, CA and has over 40 years of experience in the finance industry.
John Pira (CRD# 2662749) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Monterey, CA and has over 28 years of experience in the finance industry.
Melanie Pitnick (CRD# 6390617) 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.