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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
Cathleen Morici (CRD# 5049990) is an Investment Advisor Representative working at Hightower Advisors, LLC in Palm Desert, CA and has over 17 years of experience in the finance industry.
Kurt Mortenson (CRD# 1672826) is an Investment Advisor Representative working at Keystone Private Wealth in Palm Desert, CA and has over 36 years of experience in the finance industry. Kurt Mortenson 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.
Michael Mortenson (CRD# 6064013) is an Investment Advisor Representative working at Keystone Private Wealth in Palm Desert, CA and has over 11 years of experience in the finance industry. Michael Mortenson 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.
Eric Mosser (CRD# 6772605) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indian Wells, CA and has over 6 years of experience in the finance industry.
Phillip Naman (CRD# 2471583) is an Investment Advisor Representative working at Lpl Financial LLC in Banning, CA and has over 29 years of experience in the finance industry.
Michael Natzic (CRD# 2259618) is an Investment Advisor Representative working at Hilltop Securities Inc. in Big Bear Lake, CA and has over 26 years of experience in the finance industry.
Daniel Neil (CRD# 4292619) is an Investment Advisor Representative working at Flc Capital Advisors in Palm Desert, CA and has over 22 years of experience in the finance industry. Daniel Neil 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.
Christine Neilson (CRD# 2412525) is an Investment Advisor Representative working at Investment Research Corp in Denver, CO and has over 30 years of experience in the finance industry.
Jason Nettleton (CRD# 4084405) is an Investment Advisor Representative working at Cypress Wealth Services, LLC in Palm Desert, CA and has over 24 years of experience in the finance industry.
Phillip Niblo (CRD# 6729172) is an Investment Advisor Representative working at Flc Capital Advisors in Palm Desert, CA and has over 7 years of experience in the finance industry. Phillip Niblo 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.