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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
Amanda Vizcarra (CRD# 4182672) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in El Segundo, CA and has over 23 years of experience in the finance industry.
Jaime Vizcarra (CRD# 4291607) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in El Segundo, CA and has over 23 years of experience in the finance industry.
Richard Ward (CRD# 4783852) is an Investment Advisor Representative working at Curated Wealth Partners, LLC in El Segundo, CA and has over 16 years of experience in the finance industry.
Kenneth Watten (CRD# 4701655) is an Investment Advisor Representative working at Kaye Capital Management in El Segundo, CA and has over 20 years of experience in the finance industry. Kenneth Watten 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.
Jamie White (CRD# 3100274) is an Investment Advisor Representative working at Ubs Financial Services Inc. in El Segundo, CA and has over 25 years of experience in the finance industry.
Jeffrey White (CRD# 1811975) is an Investment Advisor Representative working at Private Advisor Group, LLC in El Segundo, CA and has over 36 years of experience in the finance industry.
Carol Wilshire (CRD# 2777356) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in El Segundo, CA and has over 27 years of experience in the finance industry. Carol Wilshire 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.
Edward Wirtz (CRD# 2419180) is an Investment Advisor Representative working at Mml Investors Services, LLC in El Segundo, CA and has over 30 years of experience in the finance industry.
Jiyao Xu (CRD# 6407113) is an Investment Advisor Representative working at X And Y Advisors, Inc. in El Segundo, CA and has over 7 years of experience in the finance industry. Jiyao Xu 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.
John Yoshida (CRD# 2664530) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in El Segundo, CA and has over 28 years of experience in the finance industry.