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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
Tyler Duenas (CRD# 6568345) is an Investment Advisor Representative working at Edward Jones in Cottonwood, CA and has over 8 years of experience in the finance industry.
Denise Heitsman (CRD# 2278509) is an Investment Advisor Representative working at Lpl Financial LLC in Anderson, CA and has over 24 years of experience in the finance industry.
Glenn Morris (CRD# 2304786) is an Investment Advisor Representative working at Morris Wealth Management in Anderson, CA and has over 31 years of experience in the finance industry. Glenn Morris 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.
Ben Swim (CRD# 6057970) is an Investment Advisor Representative working at Edward Jones in Anderson, CA and has over 11 years of experience in the finance industry.
Michael Weil (CRD# 2435438) is an Investment Advisor Representative working at Weil Associates, Inc. in Cottonwood, CA and has 1 year of experience in the finance industry.
Charles Norton (CRD# 7059927) is an Investment Advisor Representative working at Alpha Initiative in Palo Cedro, CA and has over 4 years of experience in the finance industry.
Garet Tarvin (CRD# 5209712) is an Investment Advisor Representative working at Alpha Initiative in Palo Cedro, CA and has over 17 years of experience in the finance industry.