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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
Michael Janis (CRD# 5308832) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 16 years of experience in the finance industry.
Judy Jbara (CRD# 5057083) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Woodland Hills, CA and has over 18 years of experience in the finance industry.
Saul Jofre Sanchez De Loria (CRD# 4733833) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Woodland Hills, CA and has over 20 years of experience in the finance industry.
Michael Johns (CRD# 3099955) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Woodland Hills, CA and has over 25 years of experience in the finance industry. Michael Johns 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.
Erin Johnson (CRD# 5467379) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Woodland Hills, CA and has over 16 years of experience in the finance industry. Erin Johnson 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.
John Johnson (CRD# 2240977) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Woodland Hills, CA and has over 31 years of experience in the finance industry.
Collins Jones (CRD# 2955104) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Woodland Hills, CA and has over 26 years of experience in the finance industry.
Ronnie Kahn (CRD# 2346778) is an Investment Advisor Representative working at Accumulation Strategies in Woodland Hills, CA and has over 30 years of experience in the finance industry. Ronnie Kahn 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.
David Kamholtz (CRD# 2111651) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Woodland Hills, CA and has over 33 years of experience in the finance industry.
Michael Karapetian (CRD# 2904615) is an Investment Advisor Representative working at Lazari Capital Management, Inc. in Woodland Hills, CA and has over 26 years of experience in the finance industry.