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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
Christa Redman (CRD# 5847702) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Calabasas, CA and has over 10 years of experience in the finance industry.
Morrie Reiff (CRD# 1317814) is an Investment Advisor Representative working at Planned Asset Management in Calabasas, CA and has over 32 years of experience in the finance industry. Morrie Reiff 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.
Kevin Rex (CRD# 6526594) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 8 years of experience in the finance industry.
Morten Roness (CRD# 2291488) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Calabasas, CA and has over 31 years of experience in the finance industry.
Sharone Rotkopf (CRD# 2688877) is an Investment Advisor Representative working at Lpl Financial LLC in Calabasas, CA and has over 28 years of experience in the finance industry.
Jonathan Rowsey (CRD# 4681165) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Calabasas, CA and has over 19 years of experience in the finance industry. Jonathan Rowsey 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.
Megan Rowsey (CRD# 6845357) is an Investment Advisor Representative working at Rks Management, Inc. in Calabasas, CA and has over 6 years of experience in the finance industry.
Joseph Rubinstein (CRD# 2202103) is an Investment Advisor Representative working at Wedbush Securities Inc. in Calabasas, CA and has over 32 years of experience in the finance industry.
Michael Rudow (CRD# 6860016) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 6 years of experience in the finance industry.
Lee Samson (CRD# 2173100) is an Investment Advisor Representative working at Lindbrook Capital, LLC in Calabasas, CA and has over 32 years of experience in the finance industry.