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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
Peter Duan (CRD# 6457304) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 8 years of experience in the finance industry.
Benjamin Howard (CRD# 7383707) is an Investment Advisor Representative working at Edward Jones in Calabasas, CA and has over 2 years of experience in the finance industry.
Sam Javanmard (CRD# 6851821) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Calabasas, CA and has over 4 years of experience in the finance industry.
Kathleen Jucar (CRD# 4057080) is an Investment Advisor Representative working at The Ameriflex Group in Calabasas, CA and has over 24 years of experience in the finance industry.
Kevin Klein (CRD# 7200095) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 4 years of experience in the finance industry.
Liam O'hara (CRD# 7788646) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has 1 year of experience in the finance industry.
Austin Overholt (CRD# 7379999) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 3 years of experience in the finance industry.
Michael Salam (CRD# 6322512) is an Investment Advisor Representative working at Atala Financial Inc. in Calabasas, CA and has over 3 years of experience in the finance industry.
Trent Seybold (CRD# 6956120) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Calabasas, CA and has over 4 years of experience in the finance industry. Trent Seybold 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.
Jordan Stgermain (CRD# 7030116) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Calabasas, CA and has over 3 years of experience in the finance industry.