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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
David Paik (CRD# 4685299) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Claremont, CA and has over 20 years of experience in the finance industry.
Rajiv Paliwal (CRD# 2996662) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Claremont, CA and has over 26 years of experience in the finance industry.
Todd Pam (CRD# 2861599) is an Investment Advisor Representative working at Lpl Financial LLC in Claremont, CA and has over 27 years of experience in the finance industry.
Nino Pavan (CRD# 2358609) is an Investment Advisor Representative working at Financial Designs Corporation in Claremont, CA and has over 30 years of experience in the finance industry. Nino Pavan 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.
Barton Pearce (CRD# 5871524) is an Investment Advisor Representative working at Park Avenue Securities LLC in Claremont, CA and has over 13 years of experience in the finance industry.
William Petro (CRD# 2121775) is an Investment Advisor Representative working at Morgan Stanley in Claremont, CA and has over 33 years of experience in the finance industry.
Gaetan Scalzo (CRD# 2898363) is an Investment Advisor Representative working at Claremont Financial Group,inc. in Claremont, CA and has over 26 years of experience in the finance industry. Gaetan Scalzo 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.
Andrea Schaffer (CRD# 2706799) is an Investment Advisor Representative working at Park Avenue Securities LLC in Claremont, CA and has over 28 years of experience in the finance industry. Andrea Schaffer 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.
Tanja Shibley (CRD# 1467106) is an Investment Advisor Representative working at D.a. Davidson & Company in Claremont, CA and has over 7 years of experience in the finance industry.
Eduardo Silva (CRD# 6458822) is an Investment Advisor Representative working at Lpl Financial LLC in Claremont, CA and has over 7 years of experience in the finance industry.