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Distance Only Sonora, CA
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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
Sarah Schlenz (CRD# 5892716) is an Investment Advisor Representative working at Commonwealth Financial Network in Sonora, CA and has over 11 years of experience in the finance industry. Sarah Schlenz 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.
Jordan Sergent (CRD# 7057452) is an Investment Advisor Representative working at Edward Jones in Sonora, CA and has over 5 years of experience in the finance industry.
Todd Simonson (CRD# 2126011) is an Investment Advisor Representative working at Edward Jones in Sonora, CA and has over 33 years of experience in the finance industry.
Joshua Suess (CRD# 4286544) is an Investment Advisor Representative working at Lpl Financial LLC in Sonora, CA and has over 23 years of experience in the finance industry.
Jerold Tweddell (CRD# 451010) is an Investment Advisor Representative working at Tweddell Goldberg Investment Management in Sonora, CA and has over 40 years of experience in the finance industry.
James Zaiter (CRD# 6296413) is an Investment Advisor Representative working at Edward Jones in Sonora, CA and has over 9 years of experience in the finance industry.
Jerimie Zamora (CRD# 5467504) is an Investment Advisor Representative working at Edward Jones in Sonora, CA and has over 16 years of experience in the finance industry.
Stephen Hoversten (CRD# 5924897) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Sonora, CA and has over 12 years of experience in the finance industry.
Rebekah Mackenzie (CRD# 6387807) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sonora, CA and has over 9 years of experience in the finance industry.
Alexis Simonson (CRD# 6986554) is an Investment Advisor Representative working at Edward Jones in Sonora, CA and has 1 year of experience in the finance industry.