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Distance Only Agoura Hills, CA
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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
Maria Tagliaferri (CRD# 4868528) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Agoura Hills, CA and has over 14 years of experience in the finance industry.
Cyrus Towliat (CRD# 6636013) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Agoura Hills, CA and has over 7 years of experience in the finance industry.
Laura Tully-Cox (CRD# 2807474) is an Investment Advisor Representative working at Wells Fargo Advisors in Agoura Hills, CA and has over 27 years of experience in the finance industry.
Bryce Wallington (CRD# 5722039) is an Investment Advisor Representative working at Edward Jones in Agoura Hills, CA and has over 14 years of experience in the finance industry.
Ira Zito (CRD# 2621037) is an Investment Advisor Representative working at Financial Peak in Agoura Hills, CA and has over 26 years of experience in the finance industry. Ira Zito 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.
Salleh Beitollahi (CRD# 7215968) is an Investment Advisor Representative working at Planmember Securities Corporation in Agoura Hills, CA and has over 4 years of experience in the finance industry. Salleh Beitollahi 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.
Daniel Bragg (CRD# 5429668) is an Investment Advisor Representative working at Bragg Capital Management LLC in Agoura Hills, CA and has over 5 years of experience in the finance industry.
Susan Carlisle (CRD# 840078) is an Investment Advisor Representative working at Susan Carlisle in Agoura Hills, CA and has over 24 years of experience in the finance industry.
Parker Dubreuil (CRD# 7528806) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Agoura Hills, CA and has over 2 years of experience in the finance industry.
Sam Farhoumand (CRD# 6841448) is an Investment Advisor Representative working at Planmember Securities Corporation in Agoura Hills, CA and has over 6 years of experience in the finance industry.