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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
Shana Mohsen (CRD# 5830701) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Calabasas, CA and has over 12 years of experience in the finance industry.
Ryan Morelli (CRD# 2968770) is an Investment Advisor Representative working at Educated Solutions in Calabasas, CA and has over 26 years of experience in the finance industry.
Naghmeh Mossayi (CRD# 4696195) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Calabasas, CA and has over 9 years of experience in the finance industry.
Jason Naiman (CRD# 344667) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 37 years of experience in the finance industry.
Brian O'shaughnessy (CRD# 6143244) is an Investment Advisor Representative working at Rama Capital Partners in Calabasas, CA and has over 10 years of experience in the finance industry.
Paul Okawa (CRD# 2466447) is an Investment Advisor Representative working at Planned Asset Management in Calabasas, CA and has over 30 years of experience in the finance industry.
Meghan Pinchuk (CRD# 5663304) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has 1 year of experience in the finance industry. Meghan Pinchuk 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.
Jeffrey Pollack (CRD# 6286014) is an Investment Advisor Representative working at Lpl Financial LLC in Calabasas, CA and has over 9 years of experience in the finance industry.
Benjamin Posen (CRD# 2319219) is an Investment Advisor Representative working at Lindbrook Capital, LLC in Calabasas, CA and has over 31 years of experience in the finance industry.
Michael Privett (CRD# 2494819) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 29 years of experience in the finance industry.