-
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
Robert Fleck (CRD# 7119859) is an Investment Advisor Representative working at Edward Jones in Twentynine Palms, CA and has over 4 years of experience in the finance industry.
Cyndie Barone (CRD# 4461295) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Cathedral City, CA and has over 22 years of experience in the finance industry. Cyndie Barone 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.
Azucena Hinojosa Diosdado (CRD# 5644024) is an Investment Advisor Representative working at Primerica Advisors in Cathedral City, CA and has over 14 years of experience in the finance industry.
Haddon Libby (CRD# 3063645) is an Investment Advisor Representative working at Winslow Drake, Inc. in Cathedral City, CA and has over 25 years of experience in the finance industry.
Jeffrey Litel (CRD# 6990043) is an Investment Advisor Representative working at Edward Jones in Yucca Valley, CA and has over 5 years of experience in the finance industry.
Misty Porter (CRD# 4701874) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in Yucca Valley, CA and has over 20 years of experience in the finance industry. Misty Porter 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.
Timothy Wood (CRD# 6645249) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cathedral City, CA and has over 5 years of experience in the finance industry.
Ernesto Arcos (CRD# 5172063) is an Investment Advisor Representative working at Primerica Advisors in Cathedral City, CA and has over 12 years of experience in the finance industry.
Dawson Pendergrass (CRD# 7567283) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yucca Valley, CA and has 1 year of experience in the finance industry.
Matthew Pliss (CRD# 7567250) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yucca Valley, CA and has 1 year of experience in the finance industry.