-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Shaun McGeary (CRD# 4900894) is an Investment Advisor Representative working at Lpl Financial LLC in Carmel, CA and has over 19 years of experience in the finance industry.
Morgane McNally (CRD# 6383146) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 7 years of experience in the finance industry.
Ryan Mende (CRD# 6353788) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmel, CA and has over 8 years of experience in the finance industry.
Catherine Mendelsohn (CRD# 5219010) is an Investment Advisor Representative working at Hawley Personal Finance in Monterey, CA and has over 13 years of experience in the finance industry. Catherine Mendelsohn 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.
John Mera (CRD# 4567050) is an Investment Advisor Representative working at Lpl Financial LLC in Monterey, CA and has over 21 years of experience in the finance industry.
Antone Mercurio (CRD# 2594427) is an Investment Advisor Representative working at Commonwealth Financial Network in Monterey, CA and has over 29 years of experience in the finance industry. Antone Mercurio 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.
Steven Merrell (CRD# 1546736) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 32 years of experience in the finance industry. Steven Merrell 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.
Jennifer Metcalf (CRD# 4611906) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Monterey, CA and has over 18 years of experience in the finance industry. Jennifer Metcalf 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.
Teresita Miller (CRD# 1883063) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Pacific Grove, CA and has 1 year of experience in the finance industry.
Tony Minami (CRD# 4383343) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Salinas, CA and has over 23 years of experience in the finance industry.