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Distance Only San Dimas, 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
Ivan Albarran (CRD# 5368187) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Dimas, CA and has over 16 years of experience in the finance industry.
Kenneth Beber (CRD# 4257664) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Dimas, CA and has over 23 years of experience in the finance industry.
Cynthia Bollinger (CRD# 4746153) is an Investment Advisor Representative working at Edward Jones in San Dimas, CA and has over 20 years of experience in the finance industry.
Timothy Cheng (CRD# 5051247) is an Investment Advisor Representative working at Cheng Wealth Management, LLC in San Dimas, CA and has over 18 years of experience in the finance industry.
Carlos Guerrero (CRD# 5590561) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Dimas, CA and has over 11 years of experience in the finance industry.
Carlos Guzman (CRD# 4948028) is an Investment Advisor Representative working at Regal Investment Advisors LLC in San Dimas, CA and has over 7 years of experience in the finance industry.
Franklin Lara (CRD# 5657622) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Dimas, CA and has over 15 years of experience in the finance industry.
Robert Linzay (CRD# 4264270) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Dimas, CA and has over 23 years of experience in the finance industry.
Opinder Marwah (CRD# 3188514) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Dimas, CA and has over 25 years of experience in the finance industry.
Christopher Puzio (CRD# 5783184) is an Investment Advisor Representative working at Commonwealth Financial Network in San Dimas, CA and has over 13 years of experience in the finance industry. Christopher Puzio 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.