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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
Robert Jenkins (CRD# 6254580) is an Investment Advisor Representative working at Principal Securities, Inc. in Roseville, CA and has over 10 years of experience in the finance industry.
Jack Johnson (CRD# 4636720) is an Investment Advisor Representative working at Sierra Financial Planning & Asset Management in Roseville, CA and has over 21 years of experience in the finance industry. Jack Johnson 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.
Jay Johnson (CRD# 2496456) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roseville, CA and has over 29 years of experience in the finance industry.
Claudia Kane (CRD# 1387964) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Roseville, CA and has over 38 years of experience in the finance industry. Claudia Kane 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.
Lara Kapanzhi-Hampton (CRD# 5232025) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roseville, CA and has over 15 years of experience in the finance industry.
Ryan Kelly (CRD# 5554114) is an Investment Advisor Representative working at Lpl Financial LLC in Roseville, CA and has over 15 years of experience in the finance industry.
Glenn Kenes (CRD# 2558812) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville, CA and has over 29 years of experience in the finance industry.
Stephanie Kerns (CRD# 4502782) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville, CA and has over 22 years of experience in the finance industry. Stephanie Kerns 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.
Lindsay Key (CRD# 4897586) is an Investment Advisor Representative working at Morgan Stanley in Roseville, CA and has over 18 years of experience in the finance industry.
Steven Kimes (CRD# 4682289) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Roseville, CA and has over 20 years of experience in the finance industry.