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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
Jay Urcuyo (CRD# 5467479) is an Investment Advisor Representative working at Eagle Strategies LLC in Stockton, CA and has over 6 years of experience in the finance industry.
Nathan Williamson (CRD# 7037413) is an Investment Advisor Representative working at Findec Wealth Services, Inc. in Stockton, CA and has over 4 years of experience in the finance industry.
Trisha Wilson (CRD# 6028750) is an Investment Advisor Representative working at Morgan Stanley in Stockton, CA and has 1 year of experience in the finance industry.
Jessica Zifer (CRD# 4963848) is an Investment Advisor Representative working at The Salvetti Group in Stockton, CA and has over 17 years of experience in the finance industry.
John Aaron (CRD# 5567930) is an Investment Advisor Representative working at Avantax Advisory Services in Brentwood, CA and has over 15 years of experience in the finance industry.
Geoffrey Akers (CRD# 4839551) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 19 years of experience in the finance industry.
Sharon Amick (CRD# 4282201) is an Investment Advisor Representative working at Edward Jones in Manteca, CA and has over 11 years of experience in the finance industry.
Cassandra Anderson (CRD# 2043859) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 24 years of experience in the finance industry.
Dane Anderson (CRD# 2883630) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Modesto, CA and has over 26 years of experience in the finance industry.
Randall Anderson (CRD# 5413) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Modesto, CA and has over 31 years of experience in the finance industry.