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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
Jerold Tweddell (CRD# 451010) is an Investment Advisor Representative working at Tweddell Goldberg Investment Management in Sonora, CA and has over 40 years of experience in the finance industry.
Martin Weil (CRD# 2888494) is an Investment Advisor Representative working at Mw Investment Strategy in Sonoma, CA and has 1 year of experience in the finance industry. Martin Weil 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.
James Zaiter (CRD# 6296413) is an Investment Advisor Representative working at Edward Jones in Sonora, CA and has over 9 years of experience in the finance industry.
Jerimie Zamora (CRD# 5467504) is an Investment Advisor Representative working at Edward Jones in Sonora, CA and has over 16 years of experience in the finance industry.
Clayton Dunkle (CRD# 7271260) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has over 3 years of experience in the finance industry.
Steven Hayward (CRD# 4488749) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Angels Camp, CA and has over 22 years of experience in the finance industry.
Stephen Hoversten (CRD# 5924897) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Sonora, CA and has over 12 years of experience in the finance industry.
Rebekah Mackenzie (CRD# 6387807) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sonora, CA and has over 9 years of experience in the finance industry.
Drew McCurdy (CRD# 7786003) is an Investment Advisor Representative working at Desert Rose Capital Management, Inc. in Valley Springs, CA and has 1 year of experience in the finance industry.
Ronald Roberts (CRD# 3107295) is an Investment Advisor Representative working at Wealthcare Asset Management, LLC in Jackson, CA and has 1 year of experience in the finance industry.