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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
Robert Charlebois (CRD# 2977034) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Temecula, CA and has over 23 years of experience in the finance industry.
R C Chavez (CRD# 4116029) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Bernardino, CA and has over 23 years of experience in the finance industry.
Peter Chiang (CRD# 6959155) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverside, CA and has over 5 years of experience in the finance industry.
Scott Chon (CRD# 1550976) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Murrieta, CA and has over 25 years of experience in the finance industry.
Karen Christiansen (CRD# 4245529) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Riverside, CA and has over 23 years of experience in the finance industry.
Kari Cierley (CRD# 4632006) is an Investment Advisor Representative working at Edward Jones in Murrieta, CA and has over 20 years of experience in the finance industry.
Christopher Clapinski (CRD# 5322161) is an Investment Advisor Representative working at Cuso Financial Services in Hemet, CA and has over 16 years of experience in the finance industry.
James Cobb (CRD# 4981555) is an Investment Advisor Representative working at Investment Counselors Of Redlands LLC in Redlands, CA and has over 18 years of experience in the finance industry. James Cobb 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.
Jeffry Cole (CRD# 6791844) is an Investment Advisor Representative working at Team Wealth & Tax Advisors in Temecula, CA and has 1 year of experience in the finance industry. Jeffry Cole 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.
Jeffry Cole (CRD# 2437637) is an Investment Advisor Representative working at Team Wealth & Tax Advisors in Temecula, CA and has over 30 years of experience in the finance industry. Jeffry Cole 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.