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Distance Only Thousand Oaks, 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
Davide Accomazzo (CRD# 2781617) is an Investment Advisor Representative working at Thalassa Capital LLC in Thousand Oaks, CA and has over 27 years of experience in the finance industry.
Sherry Anselmo (CRD# 1288750) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Thousand Oaks, CA and has over 39 years of experience in the finance industry.
Victoria Arndt (CRD# 2777372) is an Investment Advisor Representative working at Eagleson Arndt Financial Advisors in Thousand Oaks, CA and has over 27 years of experience in the finance industry.
Serj Arutyunyan (CRD# 5791170) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Thousand Oaks, CA and has over 13 years of experience in the finance industry. Serj Arutyunyan 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.
Bruce Bassin (CRD# 3002301) is an Investment Advisor Representative working at Bassin, Bruce in Thousand Oaks, CA and has over 26 years of experience in the finance industry.
Brad Baumann (CRD# 5828002) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Thousand Oaks, CA and has over 5 years of experience in the finance industry. Brad Baumann 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 Belanger (CRD# 4568090) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Thousand Oaks, CA and has over 6 years of experience in the finance industry.
Pritipal Bhinder (CRD# 6219282) is an Investment Advisor Representative working at Edward Jones in Thousand Oaks, CA and has over 10 years of experience in the finance industry.
Kenneth Bock (CRD# 3068881) is an Investment Advisor Representative working at Mutual Advisors, LLC in Thousand Oaks, CA and has over 25 years of experience in the finance industry. Kenneth Bock 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.
Daniel Bodemeijer (CRD# 4193696) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Thousand Oaks, CA and has over 23 years of experience in the finance industry.