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Financial Consultants in California

Financial Consultants in Merced, CA

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21 results found

Jose Delannoy Merced, CA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Army Sergeant • Assistant Manager • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager

Experience & Education

Position:
Personal Banker at Wells Fargo Bank, Trading at Investments
Title:
Wells Fargo Bank Financial Advisor
Location:
Merced, California Area
Industry:
Internet
Work history:
Wells Fargo Bank - Los BanosPersonal Bankersince Apr 2010Investments Tradingsince Jul 2008
Full Profile

Karmen Beltran Merced, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Biller • Graphic Design Specialist • Graphic Designer • Front Office Receptionist • Psychology Specialist

Experience & Education

Work

Company:
Mercy medical center - Merced, CA
Biller
Company:
Memorial hospital los banos - Los Banos, CA
Financial counselor
Full Profile

Alice Mitchell Merced, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Citi Personal Wealth Mgmt
Location:
Merced, California Area
Industry:
Investment Banking
Work history:
Citi Personal Wealth Mgmt Financial Advisor
Full Profile

Dave Wood Merced, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor at Edward Jones Investments
Location:
Merced, California Area
Industry:
Investment Management
Work history:
Edward Jones Financial Advisorsince 2001Castle Air Museum Past Chairman2001 - 2012
Skills:
Portfolio Management, Retirement Planning, Strategic Financial Planning, 401k, Strategy, Finance,...
Full Profile

Ron Ewing Merced, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Account Vice President - Investments at UBS Financial Services, Inc.
Title:
Financial Advisor CFP®
Location:
Merced, California Area
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. Account Vice President - Investmentssince Nov 2007Decision One Mortgage Account ExecutiveJan 2003 - Dec 2007
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.
Full Profile

Pat Crowl Merced, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supervisor • Managers • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Health Insurance Agent • Insurance Salesperson • Insurance Professional • Underwriter • Juris Doctor • Master of Business Administration • Bachelor of Science • Student Worker • Financial Officer • Financial Manager • Data Scientist

Experience & Education

Title:
Financial Advisor at UBS Financial Services
Location:
Merced, California Area
Industry:
Financial Services
Work history:
UBS Financial Services Financial AdvisorSep 2010 - Aug 2012Foster Farms Plant SupervisorJun 2009 - Sep 2010
Full Profile

Steve Teranishi Merced, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Financial Manager • Business Unit Manager • Business Administration Specialist • Operations Manager • Business Administrator

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc., Financial Advisor at Ameriprise Financial ...
Location:
Merced, California Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Apr 1992First Interstate Bank of California BankerMar 1979 - Dec 1991
Full Profile

Marisela Garcia Merced, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Clerk • Clerk • Clerical Specialist • Team Member • Administrative Clerk • Medical Assistant • Healthcare Support • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Work

Company:
California cancer medical center - Modesto, CA
Office clerk/ financial counselor
Company:
Emmanuel medical center - Turlock, CA
Admitting clerk

Skills

Multi-line phones, Biliterate (spanish), Billing, Payroll, Typing (56 wpm), Alpha-Numeric filing,...
Full Profile

Joyce Mouillesseaux Merced, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Seivert and Associates, Ameriprise Financial Services, Inc, Financial Advisor...
Title:
Financial Advisor at Seivert & Associates
Location:
Merced, California Area
Industry:
Financial Services
Work history:
Seivert and Associates, Ameriprise Financial Services, Inc Financial Advisorsince Sep 1999Ameriprise Financial Financial Advisorsince 1999
Full Profile

Richard Barber Merced, CA

Professions & Specialties

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

Experience & Education

Position:
International Financial Advisor at Merrill Lynch
Location:
Merced, California Area
Industry:
Financial Services
Work history:
Merrill Lynch International Financial Advisor
Full Profile

Moises Madrigal Merced, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Volunteer • Non-Profit

Experience & Education

Work

Company:
World financial group
Financial advisor
Company:
Mercy ave
Radiology aide & volunteer
Full Profile

Matthew Sebastian Merced, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Thrivent Financial
Location:
Merced, California Area
Industry:
Financial Services
Work history:
Thrivent Financial Financial Consultantsince Apr 2001
Full Profile

Elias Reyna Merced, CA

Professions & Specialties

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

Experience & Education

Title:
FINANCIAL ADVISOR at Princor Financial Services Corporation
Location:
Merced, California Area
Industry:
Investment Management
Full Profile

Edward Macha Merced, CA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at UBS
Location:
Merced, California Area
Industry:
Financial Services
Full Profile

Danny Zacharias Merced, CA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at UBS
Location:
Merced, California Area
Industry:
Financial Services
Full Profile

Ed Macha Merced, CA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at UBS
Location:
Merced, California Area
Industry:
Financial Services
Full Profile

Salvador Gutierrez Merced, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Transamerica - Merced, CA
Financial advisor
Full Profile

John Thompson Merced, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Instructor • Pedagogue • Manager • Operations Manager • Recruitment • Chief Executive • Mathematics • Mathematician • Bachelor of Business Administration • Hospital Care Professional • Health Professional • Health Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Manager of Recruitment at ITT Technical Institute, Instructor of Economics at Merced College
Title:
Instructor of Economics at Merced College
Location:
Merced, California Area
Industry:
Education Management
Work history:
ITT Technical Institute Manager of Recruitmentsince Mar 2008Merced College Instructor of Economicssince Sep 2006
Financial Advisor at Edward Jones Investments
Full Profile

Patrick Sai Merced, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Brand Officer • Marketing Manager • Chief Executive • Marketing Administrator • Production Manager • Operations Manager • Supporting Member • Supervisor • Business Administrator • Team Member • Managers • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelor of Science • Master of Science • Wellness and Fitness

Experience & Education

Position:
Brand Manager at Joseph Gallo Farms
Title:
Brand Manager - Joseph Gallo Farms
Location:
Merced, California Area
Industry:
Dairy
Work history:
Joseph Gallo Farms Brand Managersince Apr 2011La Belle Inc. Marketing Manager2008 - 2011
Full Profile

Scotty Uribe Merced, CA

Professions & Specialties

Certified Nurse Aide • Nurse • Nurse Practitioner • Automobile Detailer • Automobile Mechanic • Automotive Specialist • Automotive Professional • Floor Associate • Retail Professional • Retail Salesperson • Managers

Experience & Education

Work

Company:
Frito lay
Detailer
Company:
Pier one
Sale associate

Skills

Retail store organizer, inventory, Retailinterior design, sales, stock, management ,book...
Full Profile

Danny Del Merced, CA

Professions & Specialties

Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service

Experience & Education

Title:
Commercial Investment Broker at Tinetti Realty Group
Location:
Merced, California Area
Industry:
Real Estate
Financial Advisor at Edward Jones
Full Profile

Financial Consultants near Merced, CA04590135180225FresnoModestoTurlockMaderaLos BanosSalidaSonoraVallecitoAtwaterRipon


Financial Consultants around Merced, CA

Angels Camp  (1)
Atwater  (2)
Ballico  (1)
Coarsegold  (1)
Delhi  (1)
Fresno  (223)
Groveland  (1)
Hughson  (1)
Jamestown  (1)
Kerman  (1)
Los Banos  (5)
Madera  (7)
Modesto  (125)
Ripon  (2)
Riverbank  (1)
Salida  (5)
Sonora  (3)
Soulsbyville  (1)
Turlock  (9)
Vallecito  (3)
Waterford  (1)

Financial Consultants in California

Sub-specializations

Financial Associate  (1)
Financial Consultant  (21)