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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
Joseph Estes (CRD# 7069458) is an Investment Advisor Representative working at Tamar Securities, LLC in Woodland Hills, CA and has over 5 years of experience in the finance industry.
Jonathan Ezra (CRD# 7069508) is an Investment Advisor Representative working at Tamar Securities, LLC in Woodland Hills, CA and has over 5 years of experience in the finance industry.
Allan Farhit (CRD# 4382520) is an Investment Advisor Representative working at Equitable Advisors, LLC in Woodland Hills, CA and has over 22 years of experience in the finance industry.
Steve Felsen (CRD# 6211832) is an Investment Advisor Representative working at Equitable Advisors, LLC in Woodland Hills, CA and has over 10 years of experience in the finance industry.
Paul Felten (CRD# 5908106) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Woodland Hills, CA and has over 12 years of experience in the finance industry.
Jeremy Forbis (CRD# 4390116) is an Investment Advisor Representative working at Lincoln Investment in Woodland Hills, CA and has over 22 years of experience in the finance industry. Jeremy Forbis 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.
Lucas Franco (CRD# 4949221) is an Investment Advisor Representative working at Oder Investment Management, LLC in Woodland Hills, CA and has 1 year of experience in the finance industry.
James Frew (CRD# 1376216) is an Investment Advisor Representative working at Western International Securities in Woodland Hills, CA and has over 30 years of experience in the finance industry.
Christian Fuess (CRD# 4979669) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Woodland Hills, CA and has over 13 years of experience in the finance industry.
Mark Gale (CRD# 1277938) is an Investment Advisor Representative working at Morgan Stanley in Woodland Hills, CA and has over 39 years of experience in the finance industry.