-
Distance Metro area (25 miles)
-
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
James Blazer (CRD# 4233834) is an Investment Advisor Representative working at Wealth Planning Group, Inc. in Castaic, CA and has over 23 years of experience in the finance industry. James Blazer 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.
Daniel Donihue (CRD# 5410711) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Castaic, CA and has over 16 years of experience in the finance industry.
Daniel Morales (CRD# 7311092) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Castaic, CA and has over 3 years of experience in the finance industry.
Jessica Serrano (CRD# 7797192) is an Investment Advisor Representative working at Fyooz Financial Planning in Castaic, CA and has 1 year of experience in the finance industry.
Alexander P. Tuckman, AIF®, ChFC®, CRC®, Accredited Investment Fiduciary®, Chartered Financial Consultant® and Certified Retirement Counselor®, has been investing for over 27 years. The son of two award winning economists, brother of a day trader and grandson of a successful business and foundation, Tuckman has grown up on economic principles since childhood.
Tuckman worked at the Goldman Sachs Asset Management Department in 1994. Mr. Tuckman came from a rigorous training program at Searchlight Financial where he was groomed by a 40 year veteran in the industry.
Mr. Tuckman practices what he...
Blair Aaronson (CRD# 1343922) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Woodland Hills, CA and has over 38 years of experience in the finance industry.
Mohammed Aater (CRD# 3250900) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Woodland Hills, CA and has over 23 years of experience in the finance industry.
Eric Abbe (CRD# 4793512) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Woodland Hills, CA and has over 19 years of experience in the finance industry.
Andrea Abeger (CRD# 2505282) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Encino, CA and has over 29 years of experience in the finance industry.
Antoine Abi Nader (CRD# 4700969) is an Investment Advisor Representative working at Western International Securities in Northridge, CA and has over 20 years of experience in the finance industry.