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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
Jessica Kozlowski (CRD# 5897712) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 5 years of experience in the finance industry.
Steven Krikac (CRD# 4865332) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 19 years of experience in the finance industry. Steven Krikac 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.
Orissa Kruse (CRD# 2906366) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa, CA and has over 26 years of experience in the finance industry.
Steven Lambert (CRD# 4662696) is an Investment Advisor Representative working at Slr Advisors in Santa Rosa, CA and has over 20 years of experience in the finance industry.
Kenneth Lazzini (CRD# 6588704) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 7 years of experience in the finance industry.
Mark Leavitt (CRD# 5627143) is an Investment Advisor Representative working at Enspire Wealth Management, LLC in Santa Rosa, CA and has over 15 years of experience in the finance industry.
Kevin Lee (CRD# 4413603) 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.
Harry Licursi (CRD# 833451) is an Investment Advisor Representative working at Harry Licursi Tax & Retirement Planning in Santa Rosa, CA and has over 31 years of experience in the finance industry.
Julie Lynch (CRD# 6047121) is an Investment Advisor Representative working at Cuso Financial Services in Santa Rosa, CA and has over 11 years of experience in the finance industry.
Maxwell Madson (CRD# 6429368) is an Investment Advisor Representative working at Commonwealth Financial Network in Santa Rosa, CA and has over 8 years of experience in the finance industry.