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Distance Only El Segundo, 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
Jeffrey Newitt (CRD# 5200931) is an Investment Advisor Representative working at Prudential Financial Planning Services in El Segundo, CA and has over 17 years of experience in the finance industry. Jeffrey Newitt 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.
Rene Nourse (CRD# 1006530) is an Investment Advisor Representative working at Urban Wealth Management in El Segundo, CA and has over 38 years of experience in the finance industry. Rene Nourse 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.
Ryan Onishi (CRD# 3211472) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in El Segundo, CA and has over 24 years of experience in the finance industry.
Shana Osgood (CRD# 4460246) is an Investment Advisor Representative working at Morgan Stanley in El Segundo, CA and has over 16 years of experience in the finance industry.
Nicholas Ozer (CRD# 6047605) is an Investment Advisor Representative working at Regatta Capital Group, LLC in El Segundo, CA and has over 11 years of experience in the finance industry. Nicholas Ozer 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.
Sean Patikas-Hunter (CRD# 4217694) is an Investment Advisor Representative working at Lpl Financial LLC in El Segundo, CA and has over 23 years of experience in the finance industry.
Ryan Peabody (CRD# 6749088) is an Investment Advisor Representative working at Sharper & Granite LLC in El Segundo, CA and has over 7 years of experience in the finance industry.
Lisa Pena (CRD# 6547675) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in El Segundo, CA and has over 8 years of experience in the finance industry.
Clarissa Pesqueira (CRD# 4759805) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in El Segundo, CA and has over 16 years of experience in the finance industry.
Garrick Peters (CRD# 2566077) is an Investment Advisor Representative working at Osaic Fa, Inc. in El Segundo, CA and has over 29 years of experience in the finance industry. Garrick Peters 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.