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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
Trevis Rucci (CRD# 2635775) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Encino, CA and has over 18 years of experience in the finance industry.
Edward Rusowicz (CRD# 2229780) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Encino, CA and has over 32 years of experience in the finance industry. Edward Rusowicz 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.
Diana Sawiris (CRD# 4832131) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Encino, CA and has over 19 years of experience in the finance industry.
Carolrose Schlesinger (CRD# 1519986) is an Investment Advisor Representative working at Lpl Financial LLC in Encino, CA and has over 34 years of experience in the finance industry.
Robert Schultz (CRD# 4163450) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Encino, CA and has over 23 years of experience in the finance industry.
Joshua Shapiro (CRD# 4681986) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Encino, CA and has over 18 years of experience in the finance industry.
Haim Shepes (CRD# 1797326) is an Investment Advisor Representative working at Planmember Securities Corporation in Encino, CA and has over 32 years of experience in the finance industry.
Richard Singer (CRD# 4686283) is an Investment Advisor Representative working at Sb Capital Management, Inc. in Encino, CA and has over 20 years of experience in the finance industry.
Simon Singer (CRD# 425218) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Encino, CA and has 1 year of experience in the finance industry. Simon Singer 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.
Steven Siskin (CRD# 1242007) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Encino, CA and has over 33 years of experience in the finance industry.