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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
Gregory Hill (CRD# 2791070) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Palm Desert, CA and has over 27 years of experience in the finance industry. Gregory Hill 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.
Azucena Hinojosa Diosdado (CRD# 5644024) is an Investment Advisor Representative working at Primerica Advisors in Cathedral City, CA and has over 14 years of experience in the finance industry.
Simon Hobbs (CRD# 7045455) is an Investment Advisor Representative working at Lpl Financial LLC in Palm Springs, CA and has over 5 years of experience in the finance industry.
Robert Iglehart (CRD# 2212056) is an Investment Advisor Representative working at Lpl Financial LLC in Palm Desert, CA and has over 32 years of experience in the finance industry.
Amy Jeandron (CRD# 5830433) is an Investment Advisor Representative working at Edward Jones in Indian Wells, CA and has over 13 years of experience in the finance industry.
Erik Jensen (CRD# 2024211) is an Investment Advisor Representative working at United Capital Financial Advisors in Palm Desert, CA and has over 33 years of experience in the finance industry. Erik Jensen 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.
Valarie Jensen (CRD# 1417302) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Indian Wells, CA and has over 37 years of experience in the finance industry.
Cullen Jowitt (CRD# 2691371) is an Investment Advisor Representative working at Gordian Wealth Advisors, LLC in Palm Desert, CA and has over 28 years of experience in the finance industry.
Patrick Kendall (CRD# 4400795) is an Investment Advisor Representative working at Cws Investments in Newport Beach, CA and has over 22 years of experience in the finance industry.
Maria Kiner (CRD# 4880037) is an Investment Advisor Representative working at The Wealth Consulting Group in Rancho Mirage, CA and has over 19 years of experience in the finance industry. Maria Kiner 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.