-
Distance Only Poway, CA
-
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
William Bauerle (CRD# 6837678) is an Investment Advisor Representative working at Edward Jones in Poway, CA and has over 6 years of experience in the finance industry.
Adam Bileckyj (CRD# 6650371) is an Investment Advisor Representative working at Brightway Wealth Planning in Poway, CA and has over 7 years of experience in the finance industry.
Jose Cuellar (CRD# 5388819) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Poway, CA and has over 16 years of experience in the finance industry. Jose Cuellar 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.
Thomas Dobransky (CRD# 1064939) is an Investment Advisor Representative working at Lpl Financial LLC in Poway, CA and has over 25 years of experience in the finance industry.
James Dolan (CRD# 3055512) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Poway, CA and has over 23 years of experience in the finance industry.
Carl Friedemann (CRD# 2152086) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Poway, CA and has over 32 years of experience in the finance industry.
Thomas Garcia (CRD# 1713791) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Poway, CA and has over 28 years of experience in the finance industry. Thomas Garcia 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.
Nadeene Itani (CRD# 6901199) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poway, CA and has over 5 years of experience in the finance industry.
Hugo Lopez (CRD# 5649058) is an Investment Advisor Representative working at Lighthouse Advisory Services, Inc. in Poway, CA and has over 14 years of experience in the finance industry.
Scott Nabb (CRD# 6356534) is an Investment Advisor Representative working at Blue Sky Capital Consultants Group, Inc. in Poway, CA and has over 12 years of experience in the finance industry. Scott Nabb 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.