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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
Crystal Abbe (CRD# 5729536) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake Village, CA and has over 11 years of experience in the finance industry.
Kamie Abraham (CRD# 6139451) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Westlake Village, CA and has over 6 years of experience in the finance industry.
Albert Adam (CRD# 708507) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Westlake Village, CA and has over 34 years of experience in the finance industry.
Patricia Adrian (CRD# 1562157) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Westlake Village, CA and has over 21 years of experience in the finance industry.
Edward Alexander (CRD# 6360831) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westlake Village, CA and has over 6 years of experience in the finance industry.
Michael Allan (CRD# 1652493) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Westlake Village, CA and has over 33 years of experience in the finance industry.
Ron Amir (CRD# 4565409) is an Investment Advisor Representative working at Western International Securities in Westlake Village, CA and has over 17 years of experience in the finance industry. Ron Amir 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.
Scott Anderholt (CRD# 5675592) is an Investment Advisor Representative working at Planmember Securities Corporation in Westlake Village, CA and has over 11 years of experience in the finance industry.
John Andersen (CRD# 5512134) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Westlake Village, CA and has over 12 years of experience in the finance industry.