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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
Thad Ortez (CRD# 4214434) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Modesto, CA and has over 23 years of experience in the finance industry. Thad Ortez 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.
Anant Patel (CRD# 5613647) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Modesto, CA and has over 15 years of experience in the finance industry.
Steven Pinedo (CRD# 4588673) is an Investment Advisor Representative working at Pinedo Financial Services in Modesto, CA and has over 20 years of experience in the finance industry. Steven Pinedo 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.
Robert Powell (CRD# 5960161) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Modesto, CA and has over 12 years of experience in the finance industry. Robert Powell 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.
Andrew Preikschat (CRD# 4119644) is an Investment Advisor Representative working at Edgebrook Investments, LLC in Ceres, CA and has 1 year of experience in the finance industry.
Roger Pruitt (CRD# 1239536) is an Investment Advisor Representative working at American Investors Co in Los Banos, CA and has over 19 years of experience in the finance industry.
Julia Ridgway (CRD# 6208056) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Modesto, CA and has over 10 years of experience in the finance industry.
Tommy Roy (CRD# 5694546) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 5 years of experience in the finance industry.
Graciano Rubio (CRD# 6836972) is an Investment Advisor Representative working at Infinity Financial Planning in Los Banos, CA and has over 6 years of experience in the finance industry. Graciano Rubio 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.
Timothy Ryan (CRD# 2379665) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Modesto, CA and has over 30 years of experience in the finance industry.