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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
Rouzbeh Pouroushasb (CRD# 6047688) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Culver City, CA and has over 11 years of experience in the finance industry.
Matthew Shapiro (CRD# 5180085) is an Investment Advisor Representative working at Origin Investment Advisory LLC in Culver City, CA and has over 17 years of experience in the finance industry. Matthew Shapiro 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.
George Thompson (CRD# 2818850) is an Investment Advisor Representative working at Thompson Wealth Management, Inc. in Culver City, CA and has over 27 years of experience in the finance industry.
Jeremy Wiss (CRD# 5920030) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Culver City, CA and has over 12 years of experience in the finance industry.
Yuliya Wiss (CRD# 4940825) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Culver City, CA and has over 18 years of experience in the finance industry.
Jeffrey Wolman (CRD# 4895490) is an Investment Advisor Representative working at Jeffrey Charles Lloyd Wolman in Culver City, CA and has over 12 years of experience in the finance industry.
Sarah Branstetter (CRD# 7176474) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Culver City, CA and has over 3 years of experience in the finance industry.
Gary Friedle (CRD# 7274997) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Culver City, CA and has over 3 years of experience in the finance industry.
Janet Hernandez-Ramos (CRD# 6469535) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Culver City, CA and has over 8 years of experience in the finance industry.
Andy Herrera (CRD# 6519643) is an Investment Advisor Representative working at Fortress Wealth Management, Inc. in Culver City, CA and has over 8 years of experience in the finance industry. Andy Herrera 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.