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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
Benjamin Parker (CRD# 6206389) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 10 years of experience in the finance industry.
Richard Plunkett (CRD# 1370337) is an Investment Advisor Representative working at Plunkett, Richard J. in Carpinteria, CA and has over 27 years of experience in the finance industry.
Reno Reser (CRD# 4206571) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 19 years of experience in the finance industry.
Charles Riharb (CRD# 1750259) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 25 years of experience in the finance industry.
Kurt Roddy (CRD# 2480228) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 30 years of experience in the finance industry.
Natalie Ross (CRD# 6393020) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 8 years of experience in the finance industry.
Kathleen Ryan (CRD# 2444262) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 30 years of experience in the finance industry.
Edward Santos (CRD# 4233351) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 17 years of experience in the finance industry.
Steve Sarwono (CRD# 5496629) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 13 years of experience in the finance industry. Steve Sarwono 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.
Alan Scott (CRD# 6050850) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 11 years of experience in the finance industry. Alan Scott 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.