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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
Martin Noble (CRD# 5294166) is an Investment Advisor Representative working at Edward Jones in Palm Springs, CA and has over 7 years of experience in the finance industry.
Stephen Parry (CRD# 1421269) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Palm Desert, CA and has over 38 years of experience in the finance industry.
Mark Pivan (CRD# 2564464) is an Investment Advisor Representative working at Pivan Investment Engineering Company, Inc. in Newport Beach, CA and has over 27 years of experience in the finance industry.
Charles Ragonese (CRD# 2466089) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Palm Desert, CA and has over 30 years of experience in the finance industry.
Bruce Robbins (CRD# 1309339) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Palm Desert, CA and has over 39 years of experience in the finance industry.
Kimberly Safoyan (CRD# 2195014) is an Investment Advisor Representative working at The Wealth Consulting Group in Palm Desert, CA and has over 32 years of experience in the finance industry.
Nolan Saini (CRD# 6338152) is an Investment Advisor Representative working at Desert Financial Planning in Palm Desert, CA and has over 9 years of experience in the finance industry. Nolan Saini 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 Schoeffler (CRD# 874068) is an Investment Advisor Representative working at Commonwealth Financial Network in Palm Springs, CA and has over 34 years of experience in the finance industry. Timothy Schoeffler 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.
Robert Smith (CRD# 1314372) is an Investment Advisor Representative working at Mml Investors Services, LLC in Palm Springs, CA and has over 13 years of experience in the finance industry.
Nila Tatum (CRD# 1206315) is an Investment Advisor Representative working at The Wealth Consulting Group in Palm Desert, CA and has over 29 years of experience in the finance industry.