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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
Daniel Fitzsimmons (CRD# 1813989) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Reno, NV and has over 35 years of experience in the finance industry. Daniel Fitzsimmons 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.
Roberto Fontani (CRD# 4099308) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Reno, NV and has over 24 years of experience in the finance industry.
Marc Fresia (CRD# 5868691) is an Investment Advisor Representative working at Lpl Financial LLC in Carson City, NV and has over 13 years of experience in the finance industry.
Breanne Funk (CRD# 4434487) is an Investment Advisor Representative working at Epiq Capital Group, LLC in Reno, NV and has over 21 years of experience in the finance industry. Breanne Funk 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.
Gregory Gauthier (CRD# 1221328) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 9 years of experience in the finance industry.
Jimmy Gonzalez (CRD# 4271692) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 18 years of experience in the finance industry.
Geoffrey Grenert (CRD# 2862874) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Reno, NV and has over 26 years of experience in the finance industry.
Michael Haakinson (CRD# 4857793) is an Investment Advisor Representative working at Edward Jones in Carson City, NV and has over 18 years of experience in the finance industry.
Wendy Hammond (CRD# 5044796) is an Investment Advisor Representative working at Mariner Independent in Reno, NV and has over 13 years of experience in the finance industry.
Sandra Heers (CRD# 2205757) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Carson City, NV and has over 32 years of experience in the finance industry. Sandra Heers 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.