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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
Sarah Soria (CRD# 5380942) is an Investment Advisor Representative working at Prosperity Capital Advisors in Grass Valley, CA and has over 8 years of experience in the finance industry. Sarah Soria 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.
Eric Yates (CRD# 7051443) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Grass Valley, CA and has over 2 years of experience in the finance industry.
Alexis Zenahlik (CRD# 7525466) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Grass Valley, CA and has 1 year of experience in the finance industry.
Tyler Zwick (CRD# 7174874) is an Investment Advisor Representative working at Commonwealth Financial Network in Grass Valley, CA and has over 2 years of experience in the finance industry. Tyler Zwick 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.