-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Alan Ungar (CRD# 702914) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 27 years of experience in the finance industry. Alan Ungar 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.
Gregory Wendt (CRD# 2231401) is an Investment Advisor Representative working at Stakeholders Capital in Santa Monica, CA and has over 27 years of experience in the finance industry. Gregory Wendt 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.
Nelly Aguilar (CRD# 5532939) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 4 years of experience in the finance industry.
Edward Ahn (CRD# 5080237) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 12 years of experience in the finance industry.
Christopher Alexander (CRD# 2166737) is an Investment Advisor Representative working at Morgan Stanley in Santa Monica, CA and has over 27 years of experience in the finance industry.
Darya Allen-Attar (CRD# 1815010) is an Investment Advisor Representative working at Morgan Stanley in Santa Monica, CA and has over 17 years of experience in the finance industry.
Robert Amoruso (CRD# 5683752) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Santa Monica, CA and has over 10 years of experience in the finance industry.
Irene Apergis (CRD# 3230747) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Santa Monica, CA and has over 20 years of experience in the finance industry.
Michael Armijo (CRD# 2197081) is an Investment Advisor Representative working at Verona Capital Management LLC in Santa Monica, CA and has over 27 years of experience in the finance industry.
David Aronovitch (CRD# 3001681) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Monica, CA and has over 14 years of experience in the finance industry.