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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
Derek Seo (CRD# 4065465) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sacramento, CA and has over 24 years of experience in the finance industry. Derek Seo 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.
Mark Sievers (CRD# 1162769) is an Investment Advisor Representative working at Epsilon Financial Group, Inc. in Fairfield, CA and has over 34 years of experience in the finance industry. Mark Sievers 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.
Chris Silva (CRD# 6088072) is an Investment Advisor Representative working at Edward Jones in Fairfield, CA and has over 11 years of experience in the finance industry.
William Silva (CRD# 1585108) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sacramento, CA and has over 29 years of experience in the finance industry.
Gurpreet Singh (CRD# 6459445) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Sacramento, CA and has over 8 years of experience in the finance industry.
Greg Skinner (CRD# 2065768) is an Investment Advisor Representative working at Lpl Financial LLC in Vacaville, CA and has over 33 years of experience in the finance industry.
Christopher Small (CRD# 5594113) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Napa, CA and has over 15 years of experience in the finance industry.
Kimber Smith (CRD# 6055776) is an Investment Advisor Representative working at Edward Jones in Fairfield, CA and has over 11 years of experience in the finance industry.
Eva Soares (CRD# 4522667) is an Investment Advisor Representative working at Soares Financial, Inc. in Napa, CA and has 1 year of experience in the finance industry. Eva Soares 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.
John Soto (CRD# 1070513) is an Investment Advisor Representative working at Prudential Financial Planning Services in Woodland, CA and has over 24 years of experience in the finance industry.