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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
Millu Ramirez (CRD# 6178879) is an Investment Advisor Representative working at Highline Wealth Partners in Sherman Oaks, CA and has over 11 years of experience in the finance industry. Millu Ramirez 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.
Michael Resnik (CRD# 2986895) is an Investment Advisor Representative working at Lpl Financial LLC in Sherman Oaks, CA and has over 24 years of experience in the finance industry.
Jeffrey Richter (CRD# 5156185) is an Investment Advisor Representative working at Ares Financial Consulting LLC in Sherman Oaks, CA and has over 17 years of experience in the finance industry.
Susan Romaine (CRD# 3149526) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sherman Oaks, CA and has over 25 years of experience in the finance industry.
Dennis Rose (CRD# 1261573) is an Investment Advisor Representative working at Lpl Financial LLC in Sherman Oaks, CA and has over 25 years of experience in the finance industry.
Jamie Rugg (CRD# 6712313) is an Investment Advisor Representative working at Highline Wealth Partners in Sherman Oaks, CA and has over 7 years of experience in the finance industry.
Jonathan Rugg (CRD# 5892886) is an Investment Advisor Representative working at Highline Wealth Partners in Sherman Oaks, CA and has 1 year of experience in the finance industry.
Zachary Sabo (CRD# 5006391) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sherman Oaks, CA and has over 18 years of experience in the finance industry.
Tori Samuel (CRD# 6003536) is an Investment Advisor Representative working at Lpl Financial LLC in Sherman Oaks, CA and has over 12 years of experience in the finance industry. Tori Samuel 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.
Becky Savell (CRD# 5208431) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sherman Oaks, CA and has over 17 years of experience in the finance industry.