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Distance Only Santa Monica, CA
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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
Pamela Chen (CRD# 2909140) is an Investment Advisor Representative working at Refresh Investments in Santa Monica, CA and has 1 year of experience in the finance industry.
Baldwin Chin (CRD# 2291474) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 31 years of experience in the finance industry.
Mark Cohen (CRD# 1410342) is an Investment Advisor Representative working at Westside Investment Management, LLC in Santa Monica, CA and has over 33 years of experience in the finance industry.
Michael Cooper (CRD# 1717974) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 29 years of experience in the finance industry.
Jana Davis (CRD# 4982445) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 18 years of experience in the finance industry. Jana Davis 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.
Chad Denney (CRD# 5990608) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Monica, CA and has over 12 years of experience in the finance industry.
Cian Desmond (CRD# 6265613) is an Investment Advisor Representative working at Wilshire in Santa Monica, CA and has over 10 years of experience in the finance industry.
Hatem Dhiab (CRD# 4993585) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 18 years of experience in the finance industry. Hatem Dhiab 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.
Steven Drobny (CRD# 4480351) is an Investment Advisor Representative working at Clocktower Group, LP in Santa Monica, CA and has over 20 years of experience in the finance industry.
Cliff Duester (CRD# 5634190) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Santa Monica, CA and has over 14 years of experience in the finance industry. Cliff Duester 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.