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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
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.
Neil Cohen (CRD# 3167904) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Beverly Hills, CA and has over 23 years of experience in the finance industry.
Paul Cohen (CRD# 707161) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Beverly Hills, CA and has over 37 years of experience in the finance industry.
Richard Cordell (CRD# 859927) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Beverly Hills, CA and has over 16 years of experience in the finance industry. Richard Cordell 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.
Anthony Correnti (CRD# 1364055) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Beverly Hills, CA and has over 10 years of experience in the finance industry.
Daniel Croll (CRD# 2482601) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Beverly Hills, CA and has over 29 years of experience in the finance industry.
Angelica Cui (CRD# 1418401) is an Investment Advisor Representative working at Morgan Stanley in Beverly Hills, CA and has over 36 years of experience in the finance industry.
Kevin Dallahan (CRD# 5206133) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Beverly Hills, CA and has over 10 years of experience in the finance industry.
Deepak Danavar (CRD# 5905016) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Beverly Hills, CA and has over 12 years of experience in the finance industry.
Gary Davis (CRD# 1092630) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly Hills, CA and has over 41 years of experience in the finance industry.