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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
Peter Kejmar (CRD# 2227595) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 32 years of experience in the finance industry.
Miles Kilstofte (CRD# 5951968) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 12 years of experience in the finance industry. Miles Kilstofte 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.
Luke King (CRD# 5731142) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 12 years of experience in the finance industry.
Michele Kosanke (CRD# 5203044) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has 1 year of experience in the finance industry.
David Kuga (CRD# 4433896) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 22 years of experience in the finance industry.
David Kwon (CRD# 5325208) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 16 years of experience in the finance industry.
Jeffrey Lovegren (CRD# 6395588) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 8 years of experience in the finance industry.
Patrick Lynn (CRD# 3176811) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 25 years of experience in the finance industry.
Parker Maldonado (CRD# 4787348) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 19 years of experience in the finance industry.
James Michishima (CRD# 2999203) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 26 years of experience in the finance industry. James Michishima 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.