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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
Jay Chavez (CRD# 4778650) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly Hills, CA and has over 18 years of experience in the finance industry.
Adam Checchi (CRD# 4697959) is an Investment Advisor Representative working at Checchi Capital Advisers, LLC in Beverly Hills, CA and has over 17 years of experience in the finance industry.
Kathryn Checchi (CRD# 5320767) is an Investment Advisor Representative working at Checchi Capital Advisers, LLC in Beverly Hills, CA and has over 16 years of experience in the finance industry.
Mark Chenian (CRD# 820949) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Beverly Hills, CA and has over 31 years of experience in the finance industry.
Nicholas Childers (CRD# 1142294) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly Hills, CA and has over 40 years of experience in the finance industry.
Rodney Chu (CRD# 6703635) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Beverly Hills, CA and has over 6 years of experience in the finance industry. Rodney Chu 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.
Helen Chu-Suwarnasarn (CRD# 5544993) is an Investment Advisor Representative working at Hightower Advisors, LLC in Beverly Hills, CA and has over 14 years of experience in the finance industry. Helen Chu-Suwarnasarn 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.
Nicholas Ciriello (CRD# 2523916) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Beverly Hills, CA and has over 28 years of experience in the finance industry.
Charles Claver (CRD# 5782650) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Beverly Hills, CA and has over 13 years of experience in the finance industry.
Chad Cohen (CRD# 4409238) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Beverly Hills, CA and has over 22 years of experience in the finance industry.