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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
Christopher Simonoff (CRD# 5985101) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Clarita, CA and has over 12 years of experience in the finance industry.
Naimuddin Syed (CRD# 2774953) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Clarita, CA and has over 26 years of experience in the finance industry.
Spencer Taylor (CRD# 5716138) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Clarita, CA and has over 14 years of experience in the finance industry.
Tyler Tilton (CRD# 6638793) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 7 years of experience in the finance industry. Tyler Tilton 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.
John Vance (CRD# 3005006) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 26 years of experience in the finance industry. John Vance 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.
Manu Walia (nmn) (CRD# 2534788) is an Investment Advisor Representative working at Continuum Global Asset Management, LLC in Santa Clarita, CA and has over 29 years of experience in the finance industry.
Adam Wims (CRD# 6903089) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Santa Clarita, CA and has over 5 years of experience in the finance industry.
Bret Wims (CRD# 2183103) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Santa Clarita, CA and has over 32 years of experience in the finance industry.
Sharif Ahmed (CRD# 6426169) 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.
Connor Dominici (CRD# 7396176) is an Investment Advisor Representative working at Creative Planning in Santa Clarita, CA and has over 2 years of experience in the finance industry. Connor Dominici 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.