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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
Steven Olin (CRD# 4757239) is an Investment Advisor Representative working at Edward Jones in Yuba City, CA and has over 20 years of experience in the finance industry.
Frederick Osmond (CRD# 1662191) is an Investment Advisor Representative working at Verity Asset Management in Colfax, CA and has over 14 years of experience in the finance industry.
Allen Ostrofe (CRD# 1247987) is an Investment Advisor Representative working at Ostrofe Financial Consultants Inc. in Grass Valley, CA and has over 32 years of experience in the finance industry. Allen Ostrofe 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.
Christopher Packard (CRD# 4735491) is an Investment Advisor Representative working at Eagle Strategies LLC in Auburn, CA and has over 19 years of experience in the finance industry.
Matthew Percey (CRD# 6277709) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Auburn, CA and has over 10 years of experience in the finance industry.
Tamara Perrin-Preus (CRD# 1640913) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yuba City, CA and has over 27 years of experience in the finance industry.
Kathy Ray (CRD# 5057846) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Auburn, CA and has over 18 years of experience in the finance industry.
Robert Reed (CRD# 4133557) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Yuba City, CA and has over 24 years of experience in the finance industry.
Emily Rivenes (CRD# 2916045) is an Investment Advisor Representative working at Lpl Financial LLC in Nevada City, CA and has over 24 years of experience in the finance industry. Emily Rivenes 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.
Lisa Rodriguez (CRD# 5563610) is an Investment Advisor Representative working at Edward Jones in Oroville, CA and has over 15 years of experience in the finance industry.