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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
Spencer Rand (CRD# 5070322) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Monterey, CA and has over 17 years of experience in the finance industry. Spencer Rand 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.
Thomas Rapko (CRD# 4889203) is an Investment Advisor Representative working at T.h. Rapko & Company, LLC in Monterey, CA and has over 19 years of experience in the finance industry.
Susan Rede (CRD# 1063115) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Monterey, CA and has over 38 years of experience in the finance industry. Susan Rede 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.
David Refuerzo (CRD# 5719309) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 14 years of experience in the finance industry.
Glenn Reis (CRD# 1172517) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Monterey, CA and has over 40 years of experience in the finance industry.
Kevin Richardson (CRD# 4452228) is an Investment Advisor Representative working at Lpl Financial LLC in Monterey, CA and has over 22 years of experience in the finance industry.
Polly Richardson (CRD# 4477864) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monterey, CA and has over 17 years of experience in the finance industry.
Jimmy Rinehart (CRD# 4613574) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Monterey, CA and has over 21 years of experience in the finance industry.
Justin Rivera (CRD# 6607020) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Monterey, CA and has over 7 years of experience in the finance industry.
Hannah Rogge (CRD# 6630305) 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. Hannah Rogge 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.