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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
Jorge Alonso (CRD# 7062927) is an Investment Advisor Representative working at Confluence Capital Advisors, LLC in Encino, CA and has 1 year of experience in the finance industry.
Haissam Alrachid (CRD# 2245588) is an Investment Advisor Representative working at Equitable Advisors, LLC in Pasadena, CA and has over 31 years of experience in the finance industry.
Jeffrey Alstot (CRD# 5864067) is an Investment Advisor Representative working at Kelsey Financial, LLC in Moorpark, CA and has over 7 years of experience in the finance industry.
Albert Alvarez (CRD# 2705392) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Glendale, CA and has over 23 years of experience in the finance industry. Albert Alvarez 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.
Giovanni Alvarez-Mena (CRD# 5048298) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pasadena, CA and has over 17 years of experience in the finance industry.
G Miguel Alves (CRD# 4963763) is an Investment Advisor Representative working at Vida Private Wealth LLC in Pasadena, CA and has over 18 years of experience in the finance industry. G Miguel Alves 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.
Nicholas Amodio (CRD# 5591835) is a Wealth Advisor with Amodio Wealth Advisors and has over 12 years of experience in the finance industry.
Scott Anderholt (CRD# 5675592) is an Investment Advisor Representative working at Planmember Securities Corporation in Westlake Village, CA and has over 14 years of experience in the finance industry.
John Andersen (CRD# 5512134) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Westlake Village, CA and has over 15 years of experience in the finance industry.
Irene Anderson (CRD# 4758243) is an Investment Advisor Representative working at Primerica Advisors in Burbank, CA and has over 19 years of experience in the finance industry.