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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
Martin Noble (CRD# 5294166) is an Investment Advisor Representative working at Edward Jones in Palm Springs, CA and has over 7 years of experience in the finance industry.
David Notrica (CRD# 1203325) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Palm Desert, CA and has over 40 years of experience in the finance industry.
Jeremy Ofseyer (CRD# 4785239) is an Investment Advisor Representative working at Flc Capital Advisors in Palm Desert, CA and has 1 year of experience in the finance industry.
Warren Overman (CRD# 1764259) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Indian Wells, CA and has over 36 years of experience in the finance industry.
Stephen Parry (CRD# 1421269) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Palm Desert, CA and has over 38 years of experience in the finance industry.
Lisa Patterson (CRD# 3233520) is an Investment Advisor Representative working at Altitude Financial Planning in Big Bear Lake, CA and has over 24 years of experience in the finance industry.
Clark Penney (CRD# 5539813) is an Investment Advisor Representative working at Cypress Wealth Services, LLC in Palm Desert, CA and has over 15 years of experience in the finance industry.
Robert Piano (CRD# 2637668) is an Investment Advisor Representative working at Stoke Capital in Rancho Mirage, CA and has over 28 years of experience in the finance industry.
Mark Pivan (CRD# 2564464) is an Investment Advisor Representative working at Pivan Investment Engineering Company, Inc. in Newport Beach, CA and has over 27 years of experience in the finance industry.
Pamela Plick (CRD# 2831150) is an Investment Advisor Representative working at Pamela Plick Wealth Management LLC in Palm Desert, CA and has over 20 years of experience in the finance industry. Pamela Plick 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.