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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
Matthew Lopez (CRD# 6294236) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Watsonville, CA and has over 9 years of experience in the finance industry.
Anthony Madonna (CRD# 2632681) is an Investment Advisor Representative working at Momentum Independent Network Inc. in Seaside, CA and has over 25 years of experience in the finance industry.
Kevin Mahoney (CRD# 2843190) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 27 years of experience in the finance industry. Kevin Mahoney 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.
Rosemary Manrao (CRD# 4959232) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 18 years of experience in the finance industry.
Joseph Martello (CRD# 1715045) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Monterey, CA and has over 36 years of experience in the finance industry.
Raymond Mayer (CRD# 2346406) is an Investment Advisor Representative working at Cypress Path Capital, LLC in Carmel, CA and has over 30 years of experience in the finance industry.
Michael McCloud (CRD# 2873809) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Monterey, CA and has over 26 years of experience in the finance industry.
Matthew McConnell (CRD# 2804831) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmel, CA and has over 27 years of experience in the finance industry.
Ryan McCormick (CRD# 4658728) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 20 years of experience in the finance industry.
Daniel McFarlane (CRD# 733655) is an Investment Advisor Representative working at Mcfarlane Investment Advisory Services Inc. in Monterey, CA and has over 41 years of experience in the finance industry.