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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
Howard Abrams (CRD# 2170883) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sherman Oaks, CA and has over 32 years of experience in the finance industry.
Jennifer Akhlaghi (CRD# 5023502) is an Investment Advisor Representative working at Rood Financial, LLC in Sherman Oaks, CA and has over 17 years of experience in the finance industry. Jennifer Akhlaghi 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.
George Alexopoulos (CRD# 1422024) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sherman Oaks, CA and has over 24 years of experience in the finance industry.
Ronald Bernheim (CRD# 5289844) is an Investment Advisor Representative working at Morgan Stanley in Sherman Oaks, CA and has over 16 years of experience in the finance industry.
John Bessolo (CRD# 4362924) is an Investment Advisor Representative working at Bhv Financial Services, LLC in Sherman Oaks, CA and has 1 year of experience in the finance industry.
Efrain Borenstein (CRD# 1931739) is an Investment Advisor Representative working at Hilltop Securities Inc. in Sherman Oaks, CA and has over 33 years of experience in the finance industry.
Robert Bryar (CRD# 720891) is an Investment Advisor Representative working at Lpl Financial LLC in Sherman Oaks, CA and has over 40 years of experience in the finance industry.
Patrick Bunyamanop (CRD# 3052584) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sherman Oaks, CA and has over 25 years of experience in the finance industry.
Michael Burt (CRD# 6080825) is an Investment Advisor Representative working at Morgan Stanley in Sherman Oaks, CA and has over 11 years of experience in the finance industry. Michael Burt 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.
Peter Cappos (CRD# 2445714) is an Investment Advisor Representative working at Hilltop Securities Inc. in Sherman Oaks, CA and has over 29 years of experience in the finance industry.