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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
Maxwell Kilstofte (CRD# 7596652) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has 1 year of experience in the finance industry.
Louis Lange (CRD# 6893617) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 2 years of experience in the finance industry.
Matthew Leighton (CRD# 7217717) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 3 years of experience in the finance industry.
Robert Little (CRD# 4118272) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 24 years of experience in the finance industry.
Joshua Mayr (CRD# 7150306) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 4 years of experience in the finance industry.
Lisa McCullough (CRD# 7387120) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 2 years of experience in the finance industry.
Ryan McNerney (CRD# 5574736) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 4 years of experience in the finance industry. Ryan McNerney 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.
Bradley Nauman (CRD# 7156564) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 4 years of experience in the finance industry.
Janine Northway (CRD# 6288050) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 2 years of experience in the finance industry.
Jaime Perez (CRD# 6939628) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 5 years of experience in the finance industry.