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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
Eric Chu (CRD# 6673881) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Modesto, CA and has over 7 years of experience in the finance industry.
Jeffrey Cleek (CRD# 2811946) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 25 years of experience in the finance industry.
David Conlin (CRD# 4324457) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 22 years of experience in the finance industry.
Hugh Corbalis (CRD# 3237349) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Modesto, CA and has over 24 years of experience in the finance industry.
Jesse Cortez (CRD# 5884875) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Banos, CA and has over 13 years of experience in the finance industry.
Gregory Crawford (CRD# 1101280) is an Investment Advisor Representative working at Crawford Financial Planning & Consulting in Modesto, CA and has 1 year of experience in the finance industry.
Alan Crosby (CRD# 5748777) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Modesto, CA and has over 13 years of experience in the finance industry. Alan Crosby 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.
Gregory Crosby (CRD# 1406664) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Modesto, CA and has over 27 years of experience in the finance industry. Gregory Crosby 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.
Fernando De La Rosa (CRD# 5792979) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 13 years of experience in the finance industry.
Karen Dejong (CRD# 3229092) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Modesto, CA and has over 24 years of experience in the finance industry.