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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
Scott Michalek (CRD# 2634299) is an Investment Advisor Representative working at Lpl Financial LLC in Encino, CA and has over 28 years of experience in the finance industry.
Kevin Miller (CRD# 5838764) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Encino, CA and has over 13 years of experience in the finance industry.
Michael Miller (CRD# 5801724) is an Investment Advisor Representative working at Innovative Wealth Advisors LLC in Encino, CA and has 1 year of experience in the finance industry.
Shehab Mohammad (CRD# 2506954) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Encino, CA and has over 29 years of experience in the finance industry.
Steven Mulligan (CRD# 2372962) is an Investment Advisor Representative working at D.a. Davidson & Company in Encino, CA and has over 30 years of experience in the finance industry.
Matthew Murawski (CRD# 6090282) is an Investment Advisor Representative working at Goodstein Wealth Management LLC in Encino, CA and has over 11 years of experience in the finance industry.
Kambiz Nassiri (CRD# 1281482) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Encino, CA and has over 30 years of experience in the finance industry.
Gerald Newman (CRD# 5032301) is an Investment Advisor Representative working at Hamilton Wealth, LLC in Encino, CA and has over 18 years of experience in the finance industry. Gerald Newman 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.
Donna Niemann (CRD# 1874753) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Encino, CA and has over 26 years of experience in the finance industry.
Eleanor Noritake (CRD# 3161814) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Encino, CA and has over 23 years of experience in the finance industry.