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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
Tobias Carlisle (CRD# 5941790) is an Investment Advisor Representative working at Acquirers Funds, LLC in Rolling Hills, CA and has over 12 years of experience in the finance industry.
Ryan Fisher (CRD# 4980968) is an Investment Advisor Representative working at Morgan Stanley in Rolling Hills, CA and has over 18 years of experience in the finance industry.
Neil Fujita (CRD# 5236513) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rolling Hills, CA and has over 15 years of experience in the finance industry.
Alan Goldstein (CRD# 224502) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rolling Hills, CA and has over 24 years of experience in the finance industry.
Steven Keesal (CRD# 5359696) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rolling Hills, CA and has over 16 years of experience in the finance industry.
Amanda Kimoto (CRD# 5612525) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rolling Hills, CA and has over 14 years of experience in the finance industry.
Annelyn Lanuza (CRD# 2802092) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rolling Hills, CA and has over 23 years of experience in the finance industry.
Michael Law (CRD# 5224387) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rolling Hills, CA and has over 15 years of experience in the finance industry.
Arthur Lopes (CRD# 2969419) is an Investment Advisor Representative working at Morgan Stanley in Rolling Hills, CA and has over 24 years of experience in the finance industry.
Dana McDonald (CRD# 2827844) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rolling Hills, CA and has over 26 years of experience in the finance industry.