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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
Eric Degoldsmith-Rothschild (CRD# 2648615) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Beverly Hills, CA and has over 28 years of experience in the finance industry.
Felicia Delgado (CRD# 1200823) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly Hills, CA and has over 29 years of experience in the finance industry.
Patricia Delk (CRD# 1326290) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Beverly Hills, CA and has over 39 years of experience in the finance industry. Patricia Delk 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.
Veronica Della Vedova (CRD# 5762292) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Beverly Hills, CA and has over 12 years of experience in the finance industry.
Kathleen Delong (CRD# 4761447) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly Hills, CA and has over 20 years of experience in the finance industry.
Daniel Demsky (CRD# 3089244) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Beverly Hills, CA and has over 24 years of experience in the finance industry.
Harvey Demsky (CRD# 65265) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Beverly Hills, CA and has over 43 years of experience in the finance industry.
Brian Dent (CRD# 2869608) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Beverly Hills, CA and has over 26 years of experience in the finance industry.
Lisa Detanna (CRD# 1979568) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Beverly Hills, CA and has over 34 years of experience in the finance industry.
Garrett Devine (CRD# 3082464) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Beverly Hills, CA and has over 25 years of experience in the finance industry.