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Distance Only Solana Beach, 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
Gregory Overland (CRD# 1384268) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Solana Beach, CA and has over 38 years of experience in the finance industry.
Paul Peters (CRD# 361081) is an Investment Advisor Representative working at Lpl Financial LLC in Solana Beach, CA and has over 31 years of experience in the finance industry.
Catherine Pietro (CRD# 5551701) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Solana Beach, CA and has over 11 years of experience in the finance industry.
Ronald Pond (CRD# 1345708) is an Investment Advisor Representative working at Confluence Investment Management LLC in Solana Beach, CA and has over 39 years of experience in the finance industry.
Travis Prentice (CRD# 3106625) is an Investment Advisor Representative working at Eam Investors, LLC in Solana Beach, CA and has over 25 years of experience in the finance industry.
Stefan Prvanov (CRD# 3000743) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has over 26 years of experience in the finance industry. Stefan Prvanov 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.
John Reis (CRD# 2441554) is an Investment Advisor Representative working at Ervin Investment Management in Solana Beach, CA and has 1 year of experience in the finance industry.
Amber Restine (CRD# 5452067) is an Investment Advisor Representative working at Focus Investment Advisors, Inc. in Solana Beach, CA and has over 13 years of experience in the finance industry. Amber Restine 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.
Lanette Schmidt (CRD# 2967564) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has 1 year of experience in the finance industry. Lanette Schmidt 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.
Ari Taublieb (CRD# 6751817) is an Investment Advisor Representative working at Root Financial Partners in Solana Beach, CA and has over 5 years of experience in the finance industry.