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Financial Consultants in California

Financial Consultants in Manteca, CA

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7 results found

Jonathan Tillman Manteca, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Assistant Manager • Supporting Member • Managers • Team Member • Bachelor of Science • Banking Manager • Financial Officer • Financial Manager

Experience & Education

Work

Company:
Chase investment services - Pleasant Hill, CA
Financial advisor
Company:
Morgan stanley, downtown - Sacramento, CA
Financial advisor
Full Profile

Charles Christensen Manteca, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor - Platinum Financial Services Practice at Ameriprise Financial Services, Inc.
Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Manteca, California
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Offices in Manteca, Modesto, and TurlockFinancial Advisor - Platinum Financial Services Practicesince 1994Pyramid Technology Material Planning/Master SchedulingSep 1987 - Sep 1994
Certifications:
Chartered Retirement Planning Counselor, College for Financial Planning
Full Profile

O.v. Davi Manteca, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Fiduciary • Trust Law Attorney • Lawyer • Counselor • Organization Management • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • High School Teacher • Secondary School Teacher • Operations Manager

Experience & Education

Position:
Registered Investment Adviser (fiduciary) at O.V.Davi
Title:
Financial Advisor (fiduciary) to Nonprofit Organizations
Location:
Manteca, California
Industry:
Nonprofit Organization Management
Work history:
O.V.Davi Registered Investment Adviser (fiduciary)since 1987Manteca Unified School District High school teacher of Business/EconomicsJul 1977 - Jun 2009
Skills:
Investments, Non-profits, Nonprofits, Financial Advisory, Securities, Insurance
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Juliana Whorton Manteca, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Insurance Coordinator • Underwriting Manager • Insurance Professional • Underwriter • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Work

Company:
Valleycare health system, pleasanton
Financial counselor
Company:
Doctors hospital of manteca - Manteca, CA
Insurance coordinator
Full Profile

Thuy Tran Manteca, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Telesales Representative • Telemarketing Specialist • Telemarketer • Employment Assistant • Recruitment • Employee Placement Specialist • Sales Manager • Sales Director • Bachelor of Civil Engineering • Managers • Front Office Receptionist • Administrative Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support

Experience & Education

Work

Company:
Bank of montreal insurance - Hamilton, ON
Telesales representative - well woman
Company:
Investors group - Hamilton, ON
Financial consultant
Full Profile

Krystyana Dominguez Manteca, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Shop Manager • Sales Manager

Experience & Education

Work

Company:
Uncle credit union
Financial consultant
Company:
Gowireless
Store manager
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Aman Singh Manteca, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Co-Owner • Owner • Chief Executive • Agent • Sales Representative • Office Assistant • Office Clerk • Clerical Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Operations Manager • Business Administrator • Psychologist • Advertising Sales Agent • Data Scientist • Psychology Specialist

Experience & Education

Position:
Co-Owner and Broker at CLA Realty, Office Manager/Realtor at Wsm Realty
Title:
Co-Owner and Broker at CLA Realty
Location:
Manteca, California
Industry:
Real Estate
Work history:
CLA Realty - Tracy caCo-Owner and Brokersince Dec 2012Wsm Realty Office Manager/Realtorsince Apr 2010
Skills:
Customer Service, Short Sales, Sales, Communication Skills, Investor Relations, Real Estate...
Financial Consultant
Full Profile

Financial Consultants near Manteca, CA0255075100125ModestoStocktonElk GroveAntiochTracyLivermoreTurlockLodiSalidaLathrop


Financial Consultants around Manteca, CA

Antioch  (17)
Ballico  (1)
Delhi  (1)
Elk Grove  (18)
French Camp  (1)
Hughson  (1)
Lathrop  (3)
Livermore  (16)
Lodi  (9)
Modesto  (125)
Oakley  (3)
Ripon  (2)
Riverbank  (1)
Salida  (5)
Stockton  (96)
Thornton  (1)
Tracy  (17)
Turlock  (9)
Waterford  (1)
Woodbridge  (2)

Financial Consultants in California

Sub-specializations

Financial Associate  (1)
Financial Consultant  (7)