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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
Anna Bernardo (CRD# 4761048) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 19 years of experience in the finance industry.
Aaron Bessonette (CRD# 5288704) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 11 years of experience in the finance industry.
Erika Borman (CRD# 2746585) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 27 years of experience in the finance industry.
Stacie Bowman (CRD# 2428621) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 30 years of experience in the finance industry.
Martha Brown (CRD# 2833933) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 27 years of experience in the finance industry.
Allyn Close (CRD# 1301793) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 39 years of experience in the finance industry. Allyn Close 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.
Aaron Crocker (CRD# 6811555) is an Investment Advisor Representative working at Edward Jones in Carpinteria, CA and has over 6 years of experience in the finance industry.
Aaron Cruz (CRD# 5950067) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 12 years of experience in the finance industry.
Ron Culverson (CRD# 2515381) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 29 years of experience in the finance industry.
Bryan Dearden (CRD# 4389117) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 12 years of experience in the finance industry.