-
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
Sarah Reznick (CRD# 5578608) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Thousand Oaks, CA and has over 15 years of experience in the finance industry. Sarah Reznick 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.
George Rimmele (CRD# 5952377) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Thousand Oaks, CA and has over 12 years of experience in the finance industry.
Tyler Rivetti (CRD# 6159938) is an Investment Advisor Representative working at Rivetti Investment Services, LLC in Thousand Oaks, CA and has over 11 years of experience in the finance industry.
Earl Robinson (CRD# 1140485) is an Investment Advisor Representative working at Lpl Financial LLC in Thousand Oaks, CA and has over 36 years of experience in the finance industry.
Juan Ros (CRD# 6028956) is an Investment Advisor Representative working at Lamia Financial Group, Inc. in Thousand Oaks, CA and has 6 years of experience in the finance industry. Juan Ros 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Mitchell Rosenberg (CRD# 1500813) is an Investment Advisor Representative working at Eagle Strategies LLC in Thousand Oaks, CA and has over 31 years of experience in the finance industry.
Norman Rosenblum (CRD# 404536) is an Investment Advisor Representative working at Planmember Securities Corporation in Thousand Oaks, CA and has over 25 years of experience in the finance industry.
Cary Runnells (CRD# 4145744) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Thousand Oaks, CA and has over 24 years of experience in the finance industry.
Ali Salazar (CRD# 5460061) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Thousand Oaks, CA and has over 15 years of experience in the finance industry.
Samuel Schwartz (CRD# 5301470) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Thousand Oaks, CA and has over 16 years of experience in the finance industry. Samuel Schwartz 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.