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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
Luis Alcala (CRD# 6585822) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Bonita, CA and has over 7 years of experience in the finance industry.
Lucien Rose Anselmo (CRD# 6234477) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bonita, CA and has over 10 years of experience in the finance industry.
Belinda Garibay (CRD# 5643936) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bonita, CA and has over 14 years of experience in the finance industry.
Juan Jimenez (CRD# 6040307) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bonita, CA and has over 10 years of experience in the finance industry.
Benjamin Koala (CRD# 6376169) is an Investment Advisor Representative working at Avantax Advisory Services in Bonita, CA and has over 8 years of experience in the finance industry. Benjamin Koala 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.
Bobbi Koala (CRD# 1500212) is an Investment Advisor Representative working at Avantax Advisory Services in Bonita, CA and has over 21 years of experience in the finance industry.
Erwel Manlapid (CRD# 5229212) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bonita, CA and has over 17 years of experience in the finance industry.
Jerry Posey (CRD# 3100031) is an Investment Advisor Representative working at Wedbush Securities Inc. in Bonita, CA and has over 25 years of experience in the finance industry.
Alexander Wymore (CRD# 6376139) is an Investment Advisor Representative working at Avantax Advisory Services in Bonita, CA and has over 9 years of experience in the finance industry.
Alexis Aldaz (CRD# 3058560) is an Investment Advisor Representative working at Edward Jones in Bonita, CA and has over 25 years of experience in the finance industry.