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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
Julie Lee (CRD# 1623585) is an Investment Advisor Representative working at Eagle Strategies LLC in Calabasas, CA and has over 30 years of experience in the finance industry.
Gary Levenstein (CRD# 1377536) is an Investment Advisor Representative working at Lindbrook Capital, LLC in Calabasas, CA and has over 38 years of experience in the finance industry.
Ryan Liljegren (CRD# 2673829) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Calabasas, CA and has over 25 years of experience in the finance industry.
Kevin Majidian (CRD# 5865041) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Calabasas, CA and has over 13 years of experience in the finance industry. Kevin Majidian 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.
Martha Maley (CRD# 2218035) is an Investment Advisor Representative working at Lindbrook Capital, LLC in Calabasas, CA and has over 31 years of experience in the finance industry.
Joseph Marangola (CRD# 2108581) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Calabasas, CA and has over 31 years of experience in the finance industry. Joseph Marangola 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.
Michael Marangola (CRD# 4141457) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Calabasas, CA and has over 23 years of experience in the finance industry. Michael Marangola 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.
Neal Marks (CRD# 6628566) is an Investment Advisor Representative working at Rks Management, Inc. in Calabasas, CA and has 1 year of experience in the finance industry.
Keith Martel (CRD# 4798715) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Calabasas, CA and has over 19 years of experience in the finance industry.
Alano Massi (CRD# 6259423) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Calabasas, CA and has over 11 years of experience in the finance industry. Alano Massi 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.