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Distance Only Petaluma, CA
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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
Cecilia Licon (CRD# 7815723) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Petaluma, CA and has 1 year of experience in the finance industry.
Bridget Mackay (CRD# 7446025) is an Investment Advisor Representative working at Clock Tower Wealth Management, Inc. in Petaluma, CA and has over 3 years of experience in the finance industry.
John Moller (CRD# 7189447) is an Investment Advisor Representative working at Edward Jones in Petaluma, CA and has over 4 years of experience in the finance industry.
Steven Peritore (CRD# 7360109) is an Investment Advisor Representative working at Chimera Wealth in Petaluma, CA and has 1 year of experience in the finance industry.
Miranda Pringle-Dressler (CRD# 7754996) is an Investment Advisor Representative working at Clock Tower Wealth Management, Inc. in Petaluma, CA and has 1 year of experience in the finance industry.
Jennifer Ramaswamy (CRD# 7755614) is an Investment Advisor Representative working at Lpl Financial LLC in Petaluma, CA and has 1 year of experience in the finance industry.
Elliot Sandvig (CRD# 7313508) is an Investment Advisor Representative working at Edward Jones in Petaluma, CA and has over 3 years of experience in the finance industry.
Anjali Singh (CRD# 3159613) is an Investment Advisor Representative working at Park Avenue Securities LLC in Petaluma, CA and has over 24 years of experience in the finance industry. Anjali Singh 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.
Peter Stewart (CRD# 7496648) is an Investment Advisor Representative working at Edward Jones in Petaluma, CA and has over 2 years of experience in the finance industry.
Matthew Torkelson (CRD# 7124244) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Petaluma, CA and has over 2 years of experience in the finance industry.