-
Distance Only Manhattan Beach, CA
-
COMPENSATION Either
-
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
Mark Linnecke (CRD# 4856526) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Manhattan Beach, CA and has over 19 years of experience in the finance industry.
Jerry Madrid (CRD# 4617455) is an Investment Advisor Representative working at Madrid Retirement Advisors in Manhattan Beach, CA and has over 21 years of experience in the finance industry.
David Malmstedt (CRD# 6349880) is an Investment Advisor Representative working at Maxwell Financial Group, Inc. in Manhattan Beach, CA and has over 9 years of experience in the finance industry.
Laurel Mann (CRD# 4154867) is an Investment Advisor Representative working at Mariner Independent in Manhattan Beach, CA and has over 23 years of experience in the finance industry. Laurel Mann 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.
Donna McNeely (CRD# 2310954) is an Investment Advisor Representative working at Lpl Financial LLC in Manhattan Beach, CA and has over 31 years of experience in the finance industry.
Patricia Moon (CRD# 2643709) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Manhattan Beach, CA and has over 27 years of experience in the finance industry.
Craig Morse (CRD# 5807192) is an Investment Advisor Representative working at Jeppson Wealth Management, LLC in Manhattan Beach, CA and has over 13 years of experience in the finance industry.
Joshua Mudse (CRD# 3105171) is an Investment Advisor Representative working at Family Financial in Manhattan Beach, CA and has over 23 years of experience in the finance industry. Joshua Mudse 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.