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Distance Only Costa Mesa, 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
Stephen Nielander (CRD# 3276177) is an Investment Advisor Representative working at Cerity Partners LLC in Costa Mesa, CA and has over 24 years of experience in the finance industry.
Jessie Norton (CRD# 5143110) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Costa Mesa, CA and has over 17 years of experience in the finance industry.
Douglas Palmer (CRD# 4799784) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Costa Mesa, CA and has over 19 years of experience in the finance industry. Douglas Palmer 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.
Evan Pan (CRD# 6507893) is an Investment Advisor Representative working at Tax Efficient Asset Management Solution, Inc. in Costa Mesa, CA and has 1 year of experience in the finance industry.
Brian Park (CRD# 2925388) is an Investment Advisor Representative working at Lpl Financial LLC in Costa Mesa, CA and has over 20 years of experience in the finance industry.
Chelsea Peterson (CRD# 6506796) is an Investment Advisor Representative working at Edward Jones in Costa Mesa, CA and has over 5 years of experience in the finance industry.
Nicklaus Peterson (CRD# 5548021) is an Investment Advisor Representative working at Edward Jones in Costa Mesa, CA and has over 8 years of experience in the finance industry.
Peter Peterson (CRD# 2468519) is an Investment Advisor Representative working at Edward Jones in Costa Mesa, CA and has over 30 years of experience in the finance industry.
Henk Pieters (CRD# 5117173) is an Investment Advisor Representative working at Investus Financial in Costa Mesa, CA and has over 18 years of experience in the finance industry. Henk Pieters 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.
Saimir Prapaniku (CRD# 5499421) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Costa Mesa, CA and has over 16 years of experience in the finance industry. Saimir Prapaniku 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.