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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
Shirley Smith (CRD# 2386908) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Encino, CA and has over 23 years of experience in the finance industry.
Matt Stadelman (CRD# 5642946) is an Investment Advisor Representative working at Navalign Wealth Partners in Encino, CA and has over 9 years of experience in the finance industry.
Ethan Stein (CRD# 1069995) is an Investment Advisor Representative working at Lpl Financial LLC in Encino, CA and has over 39 years of experience in the finance industry. Ethan Stein 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.
Tamara Stein (CRD# 3054581) is an Investment Advisor Representative working at Hightower Advisors, LLC in Encino, CA and has over 22 years of experience in the finance industry.
Craig Steinhauer (CRD# 2110946) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Encino, CA and has over 32 years of experience in the finance industry.
Molly Summers (CRD# 6593903) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Encino, CA and has over 7 years of experience in the finance industry.
Hal Sussman (CRD# 1394280) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Encino, CA and has over 38 years of experience in the finance industry.
Matthew Taylor (CRD# 5287802) is an Investment Advisor Representative working at Navalign, LLC in Encino, CA and has 1 year of experience in the finance industry.
Steve Trinh (CRD# 6089623) is an Investment Advisor Representative working at Navalign, LLC in Encino, CA and has over 11 years of experience in the finance industry.
Michael Walter (CRD# 6019696) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Encino, CA and has over 12 years of experience in the finance industry.