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Distance Only Santa Clarita, 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
Nicholas Lentini (CRD# 2649282) is an Investment Advisor Representative working at Continuum Advisory, LLC in Santa Clarita, CA and has over 28 years of experience in the finance industry.
Anthony Martinez (CRD# 6336750) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Clarita, CA and has over 9 years of experience in the finance industry.
Hanneke Olson (CRD# 7073263) is an Investment Advisor Representative working at Atlantic Investments A Registered Investment Advisor, Inc. in Santa Clarita, CA and has 1 year of experience in the finance industry.
Christopher Pelch (CRD# 6106079) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 11 years of experience in the finance industry.
Audrey Pierson (CRD# 4137862) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Santa Clarita, CA and has over 24 years of experience in the finance industry.
Sheldon Reed (CRD# 2109072) is an Investment Advisor Representative working at Cuso Financial Services in Santa Clarita, CA and has over 33 years of experience in the finance industry.
Karen Roberts (CRD# 4623549) is an Investment Advisor Representative working at Edward Jones in Santa Clarita, CA and has over 21 years of experience in the finance industry.
Abigail Ryan (CRD# 6374413) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Clarita, CA and has over 9 years of experience in the finance industry.
Moustafa Saad (CRD# 6474739) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Clarita, CA and has over 7 years of experience in the finance industry.
Joseph Santos (CRD# 5406651) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Clarita, CA and has over 16 years of experience in the finance industry.