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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
Michelle Ped (CRD# 4149442) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Rolling Hills Estates, CA and has over 22 years of experience in the finance industry.
Phu Phan (CRD# 3256794) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Rolling Hills Estates, CA and has over 24 years of experience in the finance industry.
Ian Riley (CRD# 2875970) is an Investment Advisor Representative working at Morgan Stanley in Rolling Hills Estates, CA and has over 23 years of experience in the finance industry.
Christopher Rossberg (CRD# 1874920) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Rolling Hills Estates, CA and has over 35 years of experience in the finance industry.
Tracy Shannon (CRD# 1872702) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Rolling Hills Estates, CA and has over 30 years of experience in the finance industry.
Jonathan Sheffield (CRD# 4878086) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Hills Estates, CA and has over 19 years of experience in the finance industry.
Roger Szendrey (CRD# 2802329) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Rolling Hills Estates, CA and has over 27 years of experience in the finance industry.
Stephen Tu (CRD# 5565787) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Rolling Hills Estates, CA and has over 15 years of experience in the finance industry.
Benjamin Yodowitz (CRD# 5798027) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Hills Estates, CA and has over 12 years of experience in the finance industry.
Ru Bai (CRD# 7115124) is an Investment Advisor Representative working at Independent Financial Group, LLC in Rolling Hills Estates, CA and has over 4 years of experience in the finance industry. Ru Bai 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.