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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
Lawrence Stater (CRD# 434072) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 37 years of experience in the finance industry.
Edward Stephens (CRD# 1375244) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Rosa, CA and has over 17 years of experience in the finance industry.
Jim Stewart (CRD# 436305) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Santa Rosa, CA and has over 29 years of experience in the finance industry. Jim Stewart 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.
Kelly Stromgren (CRD# 2007108) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 27 years of experience in the finance industry.
Bruce Terry (CRD# 2169483) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Santa Rosa, CA and has over 32 years of experience in the finance industry.
Marie Theilade (CRD# 4495819) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa, CA and has over 22 years of experience in the finance industry.
Bruce Tonascia (CRD# 1252067) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa, CA and has over 40 years of experience in the finance industry.
Samuel Tonascia (CRD# 6771781) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa, CA and has over 6 years of experience in the finance industry.
Steven Townsend (CRD# 2124527) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 33 years of experience in the finance industry.
Robert Trent (CRD# 4540735) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 21 years of experience in the finance industry.