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Distance Only Tracy, 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
Russell Ballew (CRD# 5207540) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tracy, CA and has over 17 years of experience in the finance industry.
John Dyer (CRD# 4140517) is an Investment Advisor Representative working at Edward Jones in Tracy, CA and has over 24 years of experience in the finance industry.
Ryan Formanek (CRD# 5451171) is an Investment Advisor Representative working at Churchill Management Group in Tracy, CA and has over 11 years of experience in the finance industry.
Reijer Groenveld (CRD# 6776084) is an Investment Advisor Representative working at Edward Jones in Tracy, CA and has over 6 years of experience in the finance industry.
Paolo Marchetti (CRD# 2133536) is an Investment Advisor Representative working at 401k Engineers Inc. in Tracy, CA and has over 33 years of experience in the finance industry.
Craig Mizuno (CRD# 3275859) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tracy, CA and has over 24 years of experience in the finance industry.
Mike Phan (CRD# 6901566) is an Investment Advisor Representative working at Edward Jones in Tracy, CA and has over 6 years of experience in the finance industry.
Alfred Ruiz (CRD# 1485166) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tracy, CA and has over 30 years of experience in the finance industry.
James Simos (CRD# 4530868) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Tracy, CA and has over 21 years of experience in the finance industry. James Simos 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.
Manjit Singh (CRD# 6914931) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tracy, CA and has over 5 years of experience in the finance industry.