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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
Jeffrey Sarti (CRD# 4837493) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has 1 year of experience in the finance industry.
Omid Sasson (CRD# 5556287) is an Investment Advisor Representative working at Edward Jones in Calabasas, CA and has over 7 years of experience in the finance industry.
Lawrence Schechter (CRD# 4657087) is an Investment Advisor Representative working at Planned Asset Management in Calabasas, CA and has over 20 years of experience in the finance industry.
Marielle Schurig (CRD# 5573470) is an Investment Advisor Representative working at Lindbrook Capital, LLC in Calabasas, CA and has over 14 years of experience in the finance industry. Marielle Schurig 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.
Joseph Seetoo (CRD# 3226747) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 24 years of experience in the finance industry. Joseph Seetoo 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.
Eric Selter (CRD# 3129445) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 25 years of experience in the finance industry.
Grant Seybold (CRD# 6668861) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Calabasas, CA and has over 6 years of experience in the finance industry. Grant 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.
Scott Soohoo (CRD# 7004732) is an Investment Advisor Representative working at Altron Capital Management in Calabasas, CA and has over 5 years of experience in the finance industry.
Charissa Spach (CRD# 4726217) 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.
James Spach (CRD# 4712579) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Calabasas, CA and has over 20 years of experience in the finance industry.