-
Distance Only Newbury Park, 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 Roncoroni (CRD# 3152251) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Newbury Park, CA and has over 25 years of experience in the finance industry.
Hasina Saleh (CRD# 5606976) is an Investment Advisor Representative working at Lpl Financial LLC in Newbury Park, CA and has over 14 years of experience in the finance industry.
Kushal Shah (CRD# 5017061) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Newbury Park, CA and has over 18 years of experience in the finance industry.
Todd Smith (CRD# 1327056) is an Investment Advisor Representative working at Lpl Financial LLC in Newbury Park, CA and has over 38 years of experience in the finance industry.
Brian Thomas (CRD# 5885536) is an Investment Advisor Representative working at Jbb Financial, LLC in Newbury Park, CA and has over 13 years of experience in the finance industry.
Scott Thomas (CRD# 2919642) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Newbury Park, CA and has over 26 years of experience in the finance industry.
Stephen Thomas (CRD# 3022772) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Newbury Park, CA and has over 26 years of experience in the finance industry. Stephen Thomas 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.
Kevin Tolsma (CRD# 1837555) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Newbury Park, CA and has over 33 years of experience in the finance industry. Kevin Tolsma 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.
Richard Womack (CRD# 5993286) is an Investment Advisor Representative working at Avantax Advisory Services in Newbury Park, CA and has over 12 years of experience in the finance industry. Richard Womack 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.
Oren Yaccobe (CRD# 5913397) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Newbury Park, CA and has over 13 years of experience in the finance industry.