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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 Schein (CRD# 4119587) is an Investment Advisor Representative working at Hightower Advisors, LLC in Palm Desert, CA and has over 23 years of experience in the finance industry.
Elisa Schwartz (CRD# 5718792) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Palm Desert, CA and has over 14 years of experience in the finance industry.
Donald Stockhausen (CRD# 436899) is an Investment Advisor Representative working at Hightower Advisors, LLC in Palm Desert, CA and has over 23 years of experience in the finance industry.
Nila Tatum (CRD# 1206315) is an Investment Advisor Representative working at The Wealth Consulting Group in Palm Desert, CA and has over 29 years of experience in the finance industry.
David Thatcher (CRD# 5518858) 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. David Thatcher 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.
Mark Thatcher (CRD# 4470726) is an Investment Advisor Representative working at Keystone Private Wealth in Palm Desert, CA and has over 22 years of experience in the finance industry.
Jeffrey Tiedge (CRD# 1467241) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Palm Desert, CA and has over 13 years of experience in the finance industry.
John Ulshafer (CRD# 2202612) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Palm Desert, CA and has over 32 years of experience in the finance industry.
Jordan Varela (CRD# 4157644) is an Investment Advisor Representative working at Wells Fargo Advisors in Palm Desert, CA and has over 23 years of experience in the finance industry.
Jay Wahlin (CRD# 3239286) is an Investment Advisor Representative working at Independent Financial Group, LLC in Palm Desert, CA and has over 24 years of experience in the finance industry.