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Distance Only Van Nuys, 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
James Ellis (CRD# 2395774) is an Investment Advisor Representative working at J K R & Company, Inc. in Van Nuys, CA and has over 30 years of experience in the finance industry.
Jay Henriksen (CRD# 7009324) is an Investment Advisor Representative working at J K R & Company, Inc. in Van Nuys, CA and has over 5 years of experience in the finance industry. Jay Henriksen 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.
Patrick Infante (CRD# 2660297) is an Investment Advisor Representative working at Cuso Financial Services in Van Nuys, CA and has over 28 years of experience in the finance industry.
Sherry Martin (CRD# 1022329) is an Investment Advisor Representative working at Planmember Securities Corporation in Van Nuys, CA and has 1 year of experience in the finance industry.
Frederick Pieracci (CRD# 725725) is an Investment Advisor Representative working at J K R & Company, Inc. in Van Nuys, CA and has over 25 years of experience in the finance industry.
John Pieracci (CRD# 1875268) is an Investment Advisor Representative working at J K R & Company, Inc. in Van Nuys, CA and has over 2 years of experience in the finance industry.
Anthony Reed (CRD# 2532355) is an Investment Advisor Representative working at Millennium Investment Services in Van Nuys, CA and has over 29 years of experience in the finance industry. Anthony Reed 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.
Jessica Rosenberg (CRD# 4833399) is an Investment Advisor Representative working at Jdm Financial Group LLC in Van Nuys, CA and has over 8 years of experience in the finance industry.
Arda Thomas (CRD# 4992581) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Van Nuys, CA and has over 18 years of experience in the finance industry. Arda Thomas 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.
Chaim Troman (CRD# 3180011) is an Investment Advisor Representative working at Planmember Securities Corporation in Van Nuys, CA and has over 25 years of experience in the finance industry.