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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
Christopher Pelch (CRD# 6106079) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 11 years of experience in the finance industry.
Sheldon Reed (CRD# 2109072) is an Investment Advisor Representative working at Cuso Financial Services in Santa Clarita, CA and has over 33 years of experience in the finance industry.
Karen Roberts (CRD# 4623549) is an Investment Advisor Representative working at Edward Jones in Santa Clarita, CA and has over 21 years of experience in the finance industry.
Nilton Rodrigues (CRD# 4797294) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Newhall, CA and has over 19 years of experience in the finance industry.
Roman Rodriguez (CRD# 6572394) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palmdale, CA and has over 8 years of experience in the finance industry.
Abigail Ryan (CRD# 6374413) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Clarita, CA and has over 8 years of experience in the finance industry.
Naimuddin Syed (CRD# 2774953) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Clarita, CA and has over 26 years of experience in the finance industry.
Tyler Tilton (CRD# 6638793) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 7 years of experience in the finance industry. Tyler Tilton 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.
John Vance (CRD# 3005006) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 26 years of experience in the finance industry. John Vance 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.
Manu Walia (nmn) (CRD# 2534788) is an Investment Advisor Representative working at Continuum Global Asset Management, LLC in Santa Clarita, CA and has over 29 years of experience in the finance industry.