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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
Charlene Lovitt (CRD# 4335575) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oakdale, CA and has over 23 years of experience in the finance industry. Charlene Lovitt 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.
Michael Lynch (CRD# 5562131) is an Investment Advisor Representative working at Michael P Lynch Wealth Management, LLC in Stockton, CA and has 1 year of experience in the finance industry. Michael Lynch 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.
Michael Lynch (CRD# 4351801) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stockton, CA and has over 23 years of experience in the finance industry.
Scott Macdonald (CRD# 1707154) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Modesto, CA and has over 36 years of experience in the finance industry.
Ysela Madrigal (CRD# 5721674) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Stockton, CA and has over 14 years of experience in the finance industry.
Diamond Sharon Madsen (CRD# 5994624) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manteca, CA and has over 11 years of experience in the finance industry.
Caleb Maher (CRD# 5529302) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Modesto, CA and has over 15 years of experience in the finance industry.
Asma Mahmood (CRD# 4304177) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Modesto, CA and has over 23 years of experience in the finance industry.
Gary Martin (CRD# 1307867) is an Investment Advisor Representative working at Primerica Advisors in Oakdale, CA and has over 39 years of experience in the finance industry.
Michele McCall (CRD# 4712329) is an Investment Advisor Representative working at Edward Jones in Modesto, CA and has over 20 years of experience in the finance industry.