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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
Aaron Bitran (CRD# 2486539) is an Investment Advisor Representative working at Cuso Financial Services in Fontana, CA and has over 29 years of experience in the finance industry.
Patrick Bivona (CRD# 1614897) is an Investment Advisor Representative working at Lpl Financial LLC in Cypress, CA and has over 36 years of experience in the finance industry. Patrick Bivona 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.
Rose Bizarro (CRD# 5312510) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Woodland Hills, CA and has over 13 years of experience in the finance industry.
William Black (CRD# 1682258) is an Investment Advisor Representative working at Lpl Financial LLC in Aurora, CO and has over 33 years of experience in the finance industry.
Derrick Blanchette (CRD# 6392235) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 9 years of experience in the finance industry.
Allen Block (CRD# 3104427) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 25 years of experience in the finance industry.
Danielle Blunt (CRD# 4187597) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Brea, CA and has over 23 years of experience in the finance industry. Danielle Blunt 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.
Stephen Blunt (CRD# 5400429) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Anaheim, CA and has over 16 years of experience in the finance industry. Stephen Blunt 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.
Noah Boatright (CRD# 4405339) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Orange, CA and has over 22 years of experience in the finance industry. Noah Boatright 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.