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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
Nicholas Alafranji (CRD# 5732832) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rocklin, CA and has over 14 years of experience in the finance industry.
Kari Allen (CRD# 5732194) is an Investment Advisor Representative working at Edward Jones in Rocklin, CA and has 1 year of experience in the finance industry.
Murray Cleaner (CRD# 1672165) is an Investment Advisor Representative working at Morningstar Investment Management LLC in Rocklin, CA and has over 30 years of experience in the finance industry.
Micah Comer (CRD# 7411078) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Rocklin, CA and has over 2 years of experience in the finance industry.
Makara Hang (CRD# 4175143) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rocklin, CA and has over 22 years of experience in the finance industry.
Heidi Headington (CRD# 4747917) is an Investment Advisor Representative working at Edward Jones in Rocklin, CA and has over 4 years of experience in the finance industry.
Robert Kolb (CRD# 2985157) is an Investment Advisor Representative working at Gradient Advisors, LLC in Rocklin, CA and has over 26 years of experience in the finance industry.
Dan McIntire (CRD# 7662894) is an Investment Advisor Representative working at Edward Jones in Rocklin, CA and has 1 year of experience in the finance industry.
Marcos Pastrana (CRD# 3103169) is an Investment Advisor Representative working at Newfront Retirement Services, Inc. in Rocklin, CA and has over 6 years of experience in the finance industry.
Antonio Scaletti (CRD# 6060945) is an Investment Advisor Representative working at Creative Planning in Rocklin, CA and has over 11 years of experience in the finance industry. Antonio Scaletti 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.