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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
Jodi Karambela (CRD# 3155929) is an Investment Advisor Representative working at Integral Wealth Management in Turlock, CA and has over 25 years of experience in the finance industry. Jodi Karambela 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.
Cory Kelly (CRD# 4379359) is an Investment Advisor Representative working at Principal Securities, Inc. in Modesto, CA and has over 7 years of experience in the finance industry.
Devin King (CRD# 5839705) is an Investment Advisor Representative working at King Financial in Lathrop, CA and has over 13 years of experience in the finance industry.
John Kjerulf (CRD# 6734313) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Stockton, CA and has over 7 years of experience in the finance industry.
Mark Kleiderlein (CRD# 2749226) is an Investment Advisor Representative working at Principal Securities, Inc. in Modesto, CA and has over 27 years of experience in the finance industry. Mark Kleiderlein 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.
Phyllis Klein (CRD# 2263541) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Stockton, CA and has over 31 years of experience in the finance industry.
Jill Knoll (CRD# 4285541) is an Investment Advisor Representative working at Lpl Financial LLC in Stockton, CA and has over 23 years of experience in the finance industry.
Daniel Krause (CRD# 6794535) is an Investment Advisor Representative working at Verity Asset Management in Oakdale, CA and has over 6 years of experience in the finance industry.
Paul Lamandia (CRD# 4841009) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Stockton, CA and has over 19 years of experience in the finance industry.
Andrew Lambertson (CRD# 5256385) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Modesto, CA and has over 17 years of experience in the finance industry.