-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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 Machado (CRD# 4935167) is an Investment Advisor Representative working at Compass Rose Financial Planning & Investment Management in Palm Springs, CA and has over 18 years of experience in the finance industry. Robert Machado 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.
Justin Marcus (CRD# 1160813) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Palm Springs, CA and has over 37 years of experience in the finance industry.
Mark Marshall (CRD# 722838) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Palm Springs, CA and has over 22 years of experience in the finance industry.
Garren Mayer (CRD# 1769199) is an Investment Advisor Representative working at Planmember Securities Corporation in Palm Springs, CA and has over 25 years of experience in the finance industry.
Martin Noble (CRD# 5294166) is an Investment Advisor Representative working at Edward Jones in Palm Springs, CA and has over 7 years of experience in the finance industry.
Timothy Schoeffler (CRD# 874068) is an Investment Advisor Representative working at Commonwealth Financial Network in Palm Springs, CA and has over 34 years of experience in the finance industry. Timothy Schoeffler 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.
Robert Smith (CRD# 1314372) is an Investment Advisor Representative working at Mml Investors Services, LLC in Palm Springs, CA and has over 13 years of experience in the finance industry.
Mark Vivian (CRD# 4061308) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Palm Springs, CA and has over 24 years of experience in the finance industry.
Adam Wright (CRD# 6218119) is an Investment Advisor Representative working at Edward Jones in Palm Springs, CA and has over 10 years of experience in the finance industry.
Ashley Callow (CRD# 7261645) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palm Springs, CA and has over 3 years of experience in the finance industry.