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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
Alexander Ljubimow (CRD# 4872860) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Carmel, CA and has over 19 years of experience in the finance industry.
Spencer Lloyd (CRD# 5371072) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 7 years of experience in the finance industry. Spencer Lloyd 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.
Jennipher Lommen (CRD# 6595879) is an Investment Advisor Representative working at Wildflower Financial LLC in Santa Cruz, CA and has over 8 years of experience in the finance industry. Jennipher Lommen 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.
Matthew Lopez (CRD# 6294236) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Watsonville, CA and has over 9 years of experience in the finance industry.
Kevin Mahoney (CRD# 2843190) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 27 years of experience in the finance industry. Kevin Mahoney 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.
Rosemary Manrao (CRD# 4959232) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 18 years of experience in the finance industry.
Kristen Marinovic (CRD# 1473689) is an Investment Advisor Representative working at Equinox Wealth Management in Santa Cruz, CA and has over 28 years of experience in the finance industry.
Joseph Martello (CRD# 1715045) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Monterey, CA and has over 36 years of experience in the finance industry.
Robert Mason (CRD# 4873777) is an Investment Advisor Representative working at Avantax Advisory Services in Santa Cruz, CA and has over 16 years of experience in the finance industry.
Jane Massie (CRD# 2948080) is an Investment Advisor Representative working at Avantax Advisory Services in Santa Cruz, CA and has over 26 years of experience in the finance industry.