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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
Sebastien Tomescu (CRD# 7214173) is an Investment Advisor Representative working at Cuso Financial Services in Fairfield, CA and has over 3 years of experience in the finance industry.
Ashton Urda (CRD# 7144959) is an Investment Advisor Representative working at Lpl Financial LLC in Napa, CA and has over 3 years of experience in the finance industry.
Erika Uribe (CRD# 7011306) is an Investment Advisor Representative working at Morgan Stanley in Napa, CA and has 1 year of experience in the finance industry.
Holly Utermoehlen (CRD# 5916851) is an Investment Advisor Representative working at Principal Securities, Inc. in Napa, CA and has over 12 years of experience in the finance industry.
Omar Vang (CRD# 7500085) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sacramento, CA and has 1 year of experience in the finance industry.
Rebecca White (CRD# 4820643) is an Investment Advisor Representative working at Harrington Investments, Inc. in Napa, CA and has over 19 years of experience in the finance industry.
Ashlee Whittemore (CRD# 7383783) is an Investment Advisor Representative working at Morgan Stanley in Napa, CA and has 1 year of experience in the finance industry.
Katharine Wilmot (CRD# 5068374) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Woodland, CA and has over 3 years of experience in the finance industry.
Jean Yamamoto (CRD# 4852355) is an Investment Advisor Representative working at Young Wealth Management in Davis, CA and has over 4 years of experience in the finance industry.
Xue Zheng (CRD# 7406532) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sacramento, CA and has over 2 years of experience in the finance industry.