-
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
Richard McCallister (CRD# 2383626) is an Investment Advisor Representative working at Planmember Securities Corporation in Rancho Palos Verdes, CA and has over 30 years of experience in the finance industry. Richard McCallister 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.
Lucianna Molinari (CRD# 1055475) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rancho Palos Verdes, CA and has over 30 years of experience in the finance industry. Lucianna Molinari 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.
James Nagahiro (CRD# 6052231) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Rancho Palos Verdes, CA and has over 11 years of experience in the finance industry.
Sathya Patterson (CRD# 5347223) is an Investment Advisor Representative working at Lpl Financial LLC in Rancho Palos Verdes, CA and has over 15 years of experience in the finance industry. Sathya Patterson 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.
James Reeves (CRD# 2148090) is an Investment Advisor Representative working at Reeves, James, Townsend in Rancho Palos Verdes, CA and has over 32 years of experience in the finance industry. James Reeves 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.
Michael Tahbaz (CRD# 1990035) is an Investment Advisor Representative working at Lpl Financial LLC in Rancho Palos Verdes, CA and has over 33 years of experience in the finance industry.
Angel Velasquez Siqueiros (CRD# 4781856) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Rancho Palos Verdes, CA and has over 19 years of experience in the finance industry.
Timothy Wahl (CRD# 2326669) is an Investment Advisor Representative working at The Investment House LLC in Rancho Palos Verdes, CA and has over 30 years of experience in the finance industry.
Ken Yin (CRD# 2877684) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rancho Palos Verdes, CA and has over 26 years of experience in the finance industry.
Conrad Badillo (CRD# 6194725) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rancho Palos Verdes, CA and has over 10 years of experience in the finance industry.