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Distance Only Rancho Mirage, CA
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COMPENSATION Either
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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
Lawrence Blumenfeld (CRD# 1127692) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Rancho Mirage, CA and has over 40 years of experience in the finance industry.
Christian Choi (CRD# 2397382) is an Investment Advisor Representative working at Relion Assets Management, LLC in Rancho Mirage, CA and has over 22 years of experience in the finance industry. Christian Choi 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.
Jeffrey Dewan (CRD# 5512142) is an Investment Advisor Representative working at Edward Jones in Rancho Mirage, CA and has over 20 years of experience in the finance industry.
Jana Ham (CRD# 5630257) is an Investment Advisor Representative working at The Wealth Consulting Group in Rancho Mirage, CA and has over 15 years of experience in the finance industry.
Elizabeth Hammer (CRD# 7038997) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rancho Mirage, CA and has over 5 years of experience in the finance industry.
Maria Kiner (CRD# 4880037) is an Investment Advisor Representative working at The Wealth Consulting Group in Rancho Mirage, CA and has over 19 years of experience in the finance industry. Maria Kiner 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.
Bryan Kocen (CRD# 2119036) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in Rancho Mirage, CA and has over 33 years of experience in the finance industry. Bryan Kocen 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.
Joel Kocen (CRD# 1306954) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in Rancho Mirage, CA and has over 37 years of experience in the finance industry.
Nancy Mayhue-Eichelberger (CRD# 2089912) is an Investment Advisor Representative working at Western International Securities in Rancho Mirage, CA and has over 33 years of experience in the finance industry.
Michele Pemberton (CRD# 1900039) is an Investment Advisor Representative working at The Wealth Consulting Group in Rancho Mirage, CA and has over 32 years of experience in the finance industry.