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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 Wells (CRD# 1955245) is an Investment Advisor Representative working at Corwell Asset Management Inc. in La Quinta, CA and has 1 year of experience in the finance industry. Robert Wells 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.
Jordan Werner (CRD# 2150178) is an Investment Advisor Representative working at D.a. Davidson & Company in La Quinta, CA and has over 32 years of experience in the finance industry.
Mark Zimmerman (CRD# 1597678) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Quinta, CA and has over 37 years of experience in the finance industry.
Kimberly Collins (CRD# 1904096) is an Investment Advisor Representative working at Lpl Financial LLC in La Quinta, CA and has 1 year of experience in the finance industry.
Derrick Strub (CRD# 7250306) is an Investment Advisor Representative working at Lpl Financial LLC in La Quinta, CA and has over 3 years of experience in the finance industry.
Gabriel Aguirre (CRD# 4445351) is an Investment Advisor Representative working at Morgan Stanley in Palm Desert, CA and has over 22 years of experience in the finance industry.
Charles Alfaro (CRD# 7008774) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Palm Desert, CA and has over 5 years of experience in the finance industry.
Brian Amidei (CRD# 2965820) is an Investment Advisor Representative working at Fortem Financial Group, LLC in Palm Desert, CA and has over 26 years of experience in the finance industry.
Bradley Arave (CRD# 5482571) is an Investment Advisor Representative working at Cypress Wealth Services, LLC in Palm Desert, CA and has over 15 years of experience in the finance industry. Bradley Arave 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.
Stephen Arnold (CRD# 1178562) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Palm Desert, CA and has over 40 years of experience in the finance industry.