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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
Jason Purvis (CRD# 6541734) is an Investment Advisor Representative working at Secure Investment Management, LLC in Oak Hills, CA and has over 7 years of experience in the finance industry. Jason Purvis 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.
Sherry Adler (CRD# 1105623) is an Investment Advisor Representative working at Next Financial Group, Inc. in Helendale, CA and has over 40 years of experience in the finance industry.
Ivan Albarran (CRD# 5368187) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Dimas, CA and has over 16 years of experience in the finance industry.
Rebecca Albert (CRD# 4785517) is an Investment Advisor Representative working at Park Avenue Securities LLC in Claremont, CA and has over 5 years of experience in the finance industry.
David Altman (CRD# 1871039) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Redlands, CA and has over 35 years of experience in the finance industry.
Deborah Ames (CRD# 6321676) is an Investment Advisor Representative working at Primerica Advisors in Redlands, CA and has over 9 years of experience in the finance industry.
Gor Antashyan (CRD# 5273806) is an Investment Advisor Representative working at Edward Jones in Rancho Cucamonga, CA and has over 17 years of experience in the finance industry.
Steven Antinucci (CRD# 2865754) is an Investment Advisor Representative working at Lpl Financial LLC in Yucaipa, CA and has over 27 years of experience in the finance industry.
Justin Arce (CRD# 5785290) is an Investment Advisor Representative working at Lpl Financial LLC in Rancho Cucamonga, CA and has over 13 years of experience in the finance industry.
Alicia Arciniega (CRD# 4942070) is an Investment Advisor Representative working at Smart Investments Advisory Incorporated in Redlands, CA and has over 15 years of experience in the finance industry.