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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
Akemi Dalvi (CRD# 5617765) is an Investment Advisor Representative working at Kondo Wealth Advisors, Inc. in Pasadena, CA and has over 14 years of experience in the finance industry. Akemi Dalvi 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.
Aimee Daniels (CRD# 2405990) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pasadena, CA and has over 25 years of experience in the finance industry.
Antwan Daniels (CRD# 6149123) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pasadena, CA and has over 10 years of experience in the finance industry.
William Davis (CRD# 2423130) is an Investment Advisor Representative working at Advice And Planning Services in Pasadena, CA and has over 30 years of experience in the finance industry.
Juan De La Rama (CRD# 1782444) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Pasadena, CA and has over 34 years of experience in the finance industry.
Lawrence De Santis (CRD# 1271545) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pasadena, CA and has over 39 years of experience in the finance industry.
Todd Derrick (CRD# 1494188) is an Investment Advisor Representative working at Fuller Investment Management Company in Pasadena, CA and has over 9 years of experience in the finance industry.
Nirav Desai (CRD# 6027550) is an Investment Advisor Representative working at Qubera Wealth Management in Pasadena, CA and has over 5 years of experience in the finance industry.
Lorenzo Detoma (CRD# 5023026) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pasadena, CA and has over 18 years of experience in the finance industry.
Stephanie Dewitt (CRD# 723803) is an Investment Advisor Representative working at Monarch Wealth Strategies in Pasadena, CA and has over 40 years of experience in the finance industry.