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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
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.
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.
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.
Tara Bokosky (CRD# 6916985) is an Investment Advisor Representative working at Sachi Financial Planning in Newport Beach, CA and has over 6 years of experience in the finance industry. Tara Bokosky 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.
Michael Borders (CRD# 4961654) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palm Springs, CA and has over 18 years of experience in the finance industry.
Vance Boucher (CRD# 2406602) is an Investment Advisor Representative working at Hardworking Capital Advisors, LLC in Palm Desert, CA and has over 30 years of experience in the finance industry.
Gregory Butler (CRD# 2503912) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 29 years of experience in the finance industry.
Yisen Cai (CRD# 6057189) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Newport Beach, CA and has over 11 years of experience in the finance industry. Yisen Cai 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.