-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Pamela Marshall (CRD# 3035047) is an Investment Advisor Representative working at Lpl Financial LLC in Studio City, CA and has over 25 years of experience in the finance industry. Pamela Marshall 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.
Mcginnis McCoy (CRD# 1708167) is an Investment Advisor Representative working at Prism Advisors, Inc. in Studio City, CA and has over 36 years of experience in the finance industry.
Kevin Pak (CRD# 4264664) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Studio City, CA and has over 23 years of experience in the finance industry.
Michael Payne (CRD# 5854560) is an Investment Advisor Representative working at Edward Jones in Studio City, CA and has over 13 years of experience in the finance industry.
Jodi Rosenbloom (CRD# 1754637) is an Investment Advisor Representative working at Mml Investors Services, LLC in Studio City, CA and has over 36 years of experience in the finance industry.
Louiza Smith (CRD# 7021660) is an Investment Advisor Representative working at Acap Asset Management, Inc. in Studio City, CA and has over 5 years of experience in the finance industry.
Stacey Snow (CRD# 4914756) is an Investment Advisor Representative working at Prism Advisors, Inc. in Studio City, CA and has over 19 years of experience in the finance industry. Stacey Snow 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.
Joseph Solomon (CRD# 1076848) is an Investment Advisor Representative working at Lpl Financial LLC in Studio City, CA and has over 26 years of experience in the finance industry. Joseph Solomon 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.
Adam Soroko (CRD# 6409739) is an Investment Advisor Representative working at Mertz Capital in Studio City, CA and has over 9 years of experience in the finance industry.
Daniel Tauberg (CRD# 5250313) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Studio City, CA and has over 15 years of experience in the finance industry.