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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
Daniel Converse (CRD# 4792886) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Jolla, CA and has over 11 years of experience in the finance industry.
Avelino Cortina (CRD# 1723403) is an Investment Advisor Representative working at Ac3 Capital in La Jolla, CA and has over 27 years of experience in the finance industry.
Isabel Cote (CRD# 6854240) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Jolla, CA and has over 6 years of experience in the finance industry.
Stephen Cote (CRD# 5169986) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Jolla, CA and has over 17 years of experience in the finance industry.
Martin Curiel (CRD# 5776093) is an Investment Advisor Representative working at Myecfo in La Jolla, CA and has over 12 years of experience in the finance industry.
Richard Czechowski (CRD# 2172399) is an Investment Advisor Representative working at Ws Wealth Management, LLC in La Jolla, CA and has over 32 years of experience in the finance industry. Richard Czechowski 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.
Kimberly Darling (CRD# 1655774) is an Investment Advisor Representative working at Brandes Investment Partners, LP in La Jolla, CA and has over 29 years of experience in the finance industry.
Christopher Demmler (CRD# 4729695) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Jolla, CA and has over 20 years of experience in the finance industry.
Robert Demmler (CRD# 800525) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Jolla, CA and has over 44 years of experience in the finance industry.
Steven Deppe (CRD# 4658856) is an Investment Advisor Representative working at Nerad + Deppe Wealth Management in La Jolla, CA and has over 20 years of experience in the finance industry.