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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
Jeffrey Burrow (CRD# 4119745) is an Investment Advisor Representative working at Sierra Ocean, LLC in Ripon, CA and has over 24 years of experience in the finance industry. Jeffrey Burrow 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 Buzzini (CRD# 2289896) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Modesto, CA and has over 31 years of experience in the finance industry.
Eugenio Carrillo (CRD# 1898708) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Modesto, CA and has over 3 years of experience in the finance industry.
John Caviglia (CRD# 2179511) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Modesto, CA and has over 32 years of experience in the finance industry.
Charles Christensen (CRD# 2502696) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Manteca, CA and has over 29 years of experience in the finance industry.
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.