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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
Claudia Erickson (CRD# 5883827) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reno, NV and has over 10 years of experience in the finance industry.
Nathan Farnell (CRD# 5509649) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Truckee, CA and has over 15 years of experience in the finance industry.
Lisa Farrier (CRD# 3262734) is an Investment Advisor Representative working at Nest Egg Financial Advisors in Incline Village, NV and has 1 year of experience in the finance industry. Lisa Farrier 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.
Cynthia Ferrell (CRD# 2352210) is an Investment Advisor Representative working at Wells Fargo Advisors in Incline Village, NV and has over 30 years of experience in the finance industry.
Matthew Foertsch (CRD# 5367216) is an Investment Advisor Representative working at Athena Wealth Management, LLC in Incline Village, NV and has over 10 years of experience in the finance industry.
Heidi Foster (CRD# 4739930) is an Investment Advisor Representative working at American Wealth Management in Reno, NV and has over 20 years of experience in the finance industry. Heidi Foster 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 putclients' interests first and comply with the Financial Planning Practice Standards.
James Foster (CRD# 2984055) is an Investment Advisor Representative working at Edward Jones in Carson City, NV and has over 25 years of experience in the finance industry. James Foster 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.
Michael Frauenknecht (CRD# 5983197) is an Investment Advisor Representative working at Edward Jones in Reno, NV and has over 12 years of experience in the finance industry.
Carisse Gafni (CRD# 3111577) is an Investment Advisor Representative working at Eagle Strategies LLC in Reno, NV and has over 25 years of experience in the finance industry.
Blayne Gale (CRD# 3128453) is an Investment Advisor Representative working at Eagle Strategies LLC in Reno, NV and has over 25 years of experience in the finance industry.