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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
Rey Mendez (CRD# 7028265) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Porterville, CA and has over 5 years of experience in the finance industry.
Manuel Mendonca (CRD# 2749217) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Visalia, CA and has over 27 years of experience in the finance industry.
Ryan Moll (CRD# 3168679) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Visalia, CA and has over 25 years of experience in the finance industry.
Joseph Morgan (CRD# 2822025) is an Investment Advisor Representative working at Cwm, LLC in Dinuba, CA and has over 27 years of experience in the finance industry. Joseph Morgan 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.
Juelmarie Morgan (CRD# 1739499) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Visalia, CA and has over 26 years of experience in the finance industry.
Nicholas Morgan (CRD# 6008865) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Visalia, CA and has over 11 years of experience in the finance industry.
Bryan Muth (CRD# 4793652) is an Investment Advisor Representative working at Pasadena Private Wealth, LLC in Exeter, CA and has over 19 years of experience in the finance industry.
Aubry Nakata (CRD# 5440332) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Visalia, CA and has over 6 years of experience in the finance industry.
Mark Nanamura (CRD# 2612648) is an Investment Advisor Representative working at Mutual Advisors, LLC in Porterville, CA and has over 28 years of experience in the finance industry.
Robert Naugle (CRD# 7059388) is an Investment Advisor Representative working at Ngl Financial in Visalia, CA and has over 5 years of experience in the finance industry.