-
Distance Only Carpinteria, CA
-
COMPENSATION Either
-
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
Parker Maldonado (CRD# 4787348) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 20 years of experience in the finance industry.
Ray McGinnis (CRD# 2328296) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 29 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.
Reed Montgomery (CRD# 3266214) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 24 years of experience in the finance industry.
Nathaniel Moore (CRD# 3271750) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 24 years of experience in the finance industry. Nathaniel Moore 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.
Nila Moore (CRD# 3138015) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 25 years of experience in the finance industry.
Scott Morris (CRD# 2557888) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 29 years of experience in the finance industry. Scott Morris 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.
Justin Mullins (CRD# 4813693) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 9 years of experience in the finance industry.
Michael Mulvany (CRD# 2639226) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 28 years of experience in the finance industry.
Mahala Murphy-Martin (CRD# 5281831) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 17 years of experience in the finance industry.