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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
Megan Dia (CRD# 6440789) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Riverside, CA and has over 7 years of experience in the finance industry.
Robert Duncan (CRD# 3031586) is an Investment Advisor Representative working at Global Impact Wealth Management in Riverside, CA and has over 26 years of experience in the finance industry. Robert Duncan 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.
Feiruz Ennabe Ayoub (CRD# 6630869) is an Investment Advisor Representative working at Primerica Advisors in Riverside, CA and has over 7 years of experience in the finance industry.
Angelito Eusebio (CRD# 2621212) is an Investment Advisor Representative working at Primerica Advisors in Riverside, CA and has over 28 years of experience in the finance industry.
Maneesh Gupta (CRD# 6701667) is an Investment Advisor Representative working at Primerica Advisors in Riverside, CA and has over 6 years of experience in the finance industry.
Adam Hirsch (CRD# 7439330) is an Investment Advisor Representative working at Primerica Advisors in Riverside, CA and has over 2 years of experience in the finance industry.
Tyler Holt (CRD# 7733104) is an Investment Advisor Representative working at Edward Jones in Riverside, CA and has 1 year of experience in the finance industry.
Blake Isaeff (CRD# 6871871) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Riverside, CA and has over 4 years of experience in the finance industry.
Ashley Klein (CRD# 6501401) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Riverside, CA and has over 5 years of experience in the finance industry.
Gregory Lambrecht (CRD# 6450555) is an Investment Advisor Representative working at Primerica Advisors in Riverside, CA and has over 8 years of experience in the finance industry.