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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
Robert Oberstein (CRD# 3175765) is an Investment Advisor Representative working at Verus Capital Partners, LLC in Encino, CA and has over 8 years of experience in the finance industry.
Robert Olson (CRD# 1295835) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Encino, CA and has over 35 years of experience in the finance industry.
Paul Pepperman (CRD# 1298185) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Encino, CA and has over 39 years of experience in the finance industry.
Robert Pessell (CRD# 1176299) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Encino, CA and has over 18 years of experience in the finance industry. Robert Pessell 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.
Andres Pio (CRD# 5272067) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Encino, CA and has over 13 years of experience in the finance industry.
Michael Posner (CRD# 4378388) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Encino, CA and has over 22 years of experience in the finance industry.
Deborah Quinn (CRD# 2391317) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Encino, CA and has over 26 years of experience in the finance industry.
Christian Ridout (CRD# 4543777) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Encino, CA and has over 21 years of experience in the finance industry.
Stephen Rischall is an award winning fiduciary financial planner and founder at Navalign Wealth Partners. He has been featured in the Wall Street Journal, Los Angeles Times, InvestmentNews and more. Stephen is an expert financial planner for entertainment industry professionals and business owners.
Rosemarie Robinson (CRD# 2777058) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Encino, CA and has over 27 years of experience in the finance industry.