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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
Tommy Degraw (CRD# 6472640) is an Investment Advisor Representative working at Cuso Financial Services in Redlands, CA and has over 8 years of experience in the finance industry.
Casey Dettorre (CRD# 5311424) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 16 years of experience in the finance industry. Casey Dettorre 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.
Nichole Diaz (CRD# 6221742) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Riverside, CA and has over 10 years of experience in the finance industry.
Tina Dobrinen (CRD# 2902050) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Redlands, CA and has over 11 years of experience in the finance industry.
Alexandra Dodds (CRD# 5532256) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverside, CA and has over 15 years of experience in the finance industry.
Kathleen Donnelly (CRD# 6746173) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 6 years of experience in the finance industry.
John Doran (CRD# 2317262) is an Investment Advisor Representative working at Edward Jones in Apple Valley, CA and has over 31 years of experience in the finance industry.
Todd Dreyer (CRD# 1686143) is an Investment Advisor Representative working at Lpl Financial LLC in Riverside, CA and has over 25 years of experience in the finance industry. Todd Dreyer 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.
Dennis Egizi (CRD# 3136693) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverside, CA and has over 25 years of experience in the finance industry.
Katherine Ehlers (CRD# 4933352) is an Investment Advisor Representative working at Hilltop Securities Inc. in Big Bear Lake, CA and has over 18 years of experience in the finance industry.