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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
Deanna Trang (CRD# 6898931) is an Investment Advisor Representative working at Edward Jones in Indian Wells, CA and has over 6 years of experience in the finance industry.
Diane Valenzuela (CRD# 2105685) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indian Wells, CA and has over 29 years of experience in the finance industry.
Garrett Yack (CRD# 6225806) is an Investment Advisor Representative working at West Wealth Group, LLC in Indian Wells, CA and has over 10 years of experience in the finance industry.
Lawrence Zech (CRD# 2747078) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Indian Wells, CA and has over 27 years of experience in the finance industry.
Hassan Abedi (CRD# 5140836) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indian Wells, CA and has over 4 years of experience in the finance industry.
Michael Boden (CRD# 7428870) is an Investment Advisor Representative working at Dst Wealth Management LLC in Indian Wells, CA and has over 3 years of experience in the finance industry.
Cleo Coates (CRD# 1864062) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indian Wells, CA and has over 11 years of experience in the finance industry.
Matthew Cosgrove (CRD# 7677242) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Indian Wells, CA and has 1 year of experience in the finance industry.
Nicholas Darrin (CRD# 7644680) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indian Wells, CA and has 1 year of experience in the finance industry.
Cody Finley (CRD# 6808448) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Indian Wells, CA and has over 3 years of experience in the finance industry.