-
Distance Only Claremont, CA
-
COMPENSATION Either
-
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
Joshua Winterswyk (CRD# 6573201) is an Investment Advisor Representative working at Evermont Wealth in Claremont, CA and has over 8 years of experience in the finance industry.
Jezmier Johnson-Oliveros (CRD# 7845067) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has 1 year of experience in the finance industry.
Michael Mares (CRD# 6542678) is an Investment Advisor Representative working at Park Avenue Securities LLC in Claremont, CA and has 1 year of experience in the finance industry.
Brandon Morton (CRD# 5619974) is an Investment Advisor Representative working at Financial Designs Corporation in Claremont, CA and has 1 year of experience in the finance industry. Brandon Morton 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.
Eric Post (CRD# 4657353) is an Investment Advisor Representative working at Park Avenue Securities LLC in Claremont, CA and has over 18 years of experience in the finance industry.
Fernando Rosales (CRD# 5233652) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Claremont, CA and has over 5 years of experience in the finance industry.
Rhonda Rupp (CRD# 2199638) is an Investment Advisor Representative working at Morgan Stanley in Claremont, CA and has over 2 years of experience in the finance industry.
Vanessa Sainz (CRD# 3257512) is an Investment Advisor Representative working at D.a. Davidson & Company in Claremont, CA and has over 4 years of experience in the finance industry.
Gaetano Scalzo (CRD# 7046528) is an Investment Advisor Representative working at Claremont Financial Group,inc. in Claremont, CA and has over 3 years of experience in the finance industry.
Alyson Stark (CRD# 5681642) is an Investment Advisor Representative working at Lpl Financial LLC in Claremont, CA and has over 2 years of experience in the finance industry.