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Distance Metro area (25 miles)
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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
Shannon Blair (CRD# 4661117) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Woodland Hills, CA and has over 20 years of experience in the finance industry.
Helen Blanco (CRD# 7073274) is an Investment Advisor Representative working at Atlantic Investments A Registered Investment Advisor, Inc. in Porter Ranch, CA and has 1 year of experience in the finance industry.
Sara Blatt Collins (CRD# 2921061) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pasadena, CA and has over 26 years of experience in the finance industry.
Donald Blauner (CRD# 1013780) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Valencia, CA and has over 9 years of experience in the finance industry.
James Blazer (CRD# 4233834) is an Investment Advisor Representative working at Wealth Planning Group, Inc. in Castaic, CA and has over 23 years of experience in the finance industry. James Blazer 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.
Robert Blethen (CRD# 6438841) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Burbank, CA and has over 6 years of experience in the finance industry.
Madina Boland (CRD# 4011877) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Glendora, CA and has over 24 years of experience in the finance industry.
Percy Bolton (CRD# 724867) is an Investment Advisor Representative working at Percy E. Bolton Associates, Inc. in Pasadena, CA and has over 39 years of experience in the finance industry. Percy Bolton 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.
Gregory Bonanno (CRD# 2954143) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in South Pasadena, CA and has over 26 years of experience in the finance industry.
Natasha Bonelli (CRD# 4913213) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Woodland Hills, CA and has over 18 years of experience in the finance industry.