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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
Richard Roman (CRD# 4446803) is an Investment Advisor Representative working at Mml Investors Services, LLC in Novato, CA and has over 22 years of experience in the finance industry. Richard Roman 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.
Timothy Russell (CRD# 1385286) is an Investment Advisor Representative working at Lpl Financial LLC in Novato, CA and has over 25 years of experience in the finance industry.
Khaled Salama (CRD# 2673400) is an Investment Advisor Representative working at Ks Global Advisors, Inc. in Novato, CA and has 1 year of experience in the finance industry.
Robert Schulman (CRD# 2702404) is an Investment Advisor Representative working at Edward Jones in Novato, CA and has over 28 years of experience in the finance industry.
Steve Seid (CRD# 6093948) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Novato, CA and has over 11 years of experience in the finance industry.
Sweeti Shah (CRD# 6438214) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Novato, CA and has over 8 years of experience in the finance industry.
Matthew Tarantino (CRD# 7028314) is an Investment Advisor Representative working at Lpl Financial LLC in Novato, CA and has over 5 years of experience in the finance industry.
Phylos Tobler (CRD# 1791187) is an Investment Advisor Representative working at Lpl Financial LLC in Novato, CA and has over 36 years of experience in the finance industry.
John Tornes (CRD# 4077792) is an Investment Advisor Representative working at Edward Jones in Novato, CA and has over 15 years of experience in the finance industry.
Jeffrey Troutner (CRD# 705722) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Novato, CA and has over 44 years of experience in the finance industry.