5 results found
James Maleta Soquel, CA
Professions & Specialties
Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Agent • Sales Agent • Sales Representative • Advisor
Experience & Education
Work
Owner, ceo- private wealth management service- lpl financial was my broker dealer
Financial consultant and advisor, private client wealth management team
Skills
Mark Jones Soquel, CA
Professions & Specialties
Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Agent • Sales Representative • Managers • Founding Member • Chief Executive
Experience & Education
Work
Retirement plan consultant
Clearing agent
Skills
Lynne Thompson Soquel, CA
Professions & Specialties
Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Co-Owner • Supervisor • Advisor • Managers • General Education
Experience & Education
Work
Project assistant
Owner
Daniel Williamson San Francisco, CA
Professions & Specialties
Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service
Experience & Education
Brandyn Cavin San Francisco, CA
Professions & Specialties
Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper