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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
Morgan Lange (CRD# 7560790) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Thousand Oaks, CA and has 1 year of experience in the finance industry.
Sandra Matson (CRD# 6617214) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Thousand Oaks, CA and has 1 year of experience in the finance industry.
Carole Meitler (CRD# 7274813) is an Investment Advisor Representative working at Cedarstone Advisors in Thousand Oaks, CA and has over 3 years of experience in the finance industry.
Michele Michaels (CRD# 4657904) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Thousand Oaks, CA and has over 3 years of experience in the finance industry.
Helen Middlebrook (CRD# 6560684) is an Investment Advisor Representative working at Lpl Financial LLC in Thousand Oaks, CA and has over 3 years of experience in the finance industry.
Akira Ogasawara (CRD# 7404025) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Thousand Oaks, CA and has over 2 years of experience in the finance industry.
Nick Pantuso (CRD# 6961285) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Thousand Oaks, CA and has over 5 years of experience in the finance industry.
Anna Rinos (CRD# 7562926) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Thousand Oaks, CA and has 1 year of experience in the finance industry.
Danna Rosenfield (CRD# 6678760) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Thousand Oaks, CA and has over 7 years of experience in the finance industry.
Logan Sanders (CRD# 6654448) is an Investment Advisor Representative working at Forum Financial Management, LP in Thousand Oaks, CA and has 1 year of experience in the finance industry.