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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
Sunil Prabhakar (CRD# 1824553) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Simi Valley, CA and has 1 year of experience in the finance industry.
Ron Rotenberg (CRD# 4677170) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 20 years of experience in the finance industry.
William Rudkin (CRD# 6984970) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 5 years of experience in the finance industry.
Kenji Saito (CRD# 5695201) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 13 years of experience in the finance industry.
Darryl Shafer (CRD# 4787401) is an Investment Advisor Representative working at Monarch Plan Advisors in Simi Valley, CA and has over 19 years of experience in the finance industry. Darryl Shafer 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.
Robert Sullivan (CRD# 5078203) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 18 years of experience in the finance industry.
Caleb Svoboda (CRD# 4618199) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 21 years of experience in the finance industry.
Stephen Vaughen (CRD# 714618) is an Investment Advisor Representative working at Pacific Investment Advisors, LLC in Simi Valley, CA and has over 28 years of experience in the finance industry.
David Veltkamp (CRD# 1258515) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 40 years of experience in the finance industry.
Darrell Warner (CRD# 6307978) is an Investment Advisor Representative working at Qmulate in Simi Valley, CA and has over 10 years of experience in the finance industry.