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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
Lee Abramovitz (CRD# 2489311) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Stateline, NV and has over 28 years of experience in the finance industry.
Sean Casey (CRD# 1888846) is an Investment Advisor Representative working at D.a. Davidson & Company in Stateline, NV and has over 35 years of experience in the finance industry.
Patrick Ehsan (CRD# 1662083) is an Investment Advisor Representative working at Independent Financial Group, LLC in Stateline, NV and has over 32 years of experience in the finance industry.
Peter Kong (CRD# 2788868) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stateline, NV and has over 27 years of experience in the finance industry.
Nicholas Abelow (CRD# 4775495) is an Investment Advisor Representative working at Lpl Financial LLC in South Lake Tahoe, CA and has over 19 years of experience in the finance industry.
James Aljian (CRD# 1489018) is an Investment Advisor Representative working at Aljian Capital Management in Carson City, NV and has over 36 years of experience in the finance industry.
Erin Anderson (CRD# 6133257) is an Investment Advisor Representative working at Atlas Peak Advisors, Inc. in Incline Village, NV and has over 11 years of experience in the finance industry. Erin Anderson 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.
James Bacigalupi (CRD# 1344914) is an Investment Advisor Representative working at Western International Securities in Crystal Bay, NV and has over 37 years of experience in the finance industry.
Ron Bankofier (CRD# 2986947) is an Investment Advisor Representative working at Edward Jones in Minden, NV and has over 26 years of experience in the finance industry. Ron Bankofier 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.
Barbara Barrett (CRD# 1712688) is an Investment Advisor Representative working at Lpl Financial LLC in Carson City, NV and has over 32 years of experience in the finance industry.