-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Eric Abbott (CRD# 4110124) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 24 years of experience in the finance industry.
Matthew Adams (CRD# 5598677) is an Investment Advisor Representative working at Mai Capital Management, LLC in Santa Rosa, CA and has over 15 years of experience in the finance industry.
Melissa Alfsen (CRD# 6119346) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 10 years of experience in the finance industry.
Robert Anderson (CRD# 2803134) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 15 years of experience in the finance industry. Robert Anderson 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.
Dru Argue (CRD# 2399234) is an Investment Advisor Representative working at Wedbush Securities Inc. in Santa Rosa, CA and has over 30 years of experience in the finance industry.
Robert Atkins (CRD# 850616) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Santa Rosa, CA and has over 37 years of experience in the finance industry.
Michael Bagley (CRD# 1644740) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 26 years of experience in the finance industry. Michael Bagley 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.
Jean Balestrieri (CRD# 2426965) is an Investment Advisor Representative working at Wedbush Securities Inc. in Santa Rosa, CA and has over 30 years of experience in the finance industry.
Noah Beecher (CRD# 5726886) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Santa Rosa, CA and has over 9 years of experience in the finance industry.
James Below (CRD# 1428448) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa, CA and has over 38 years of experience in the finance industry.