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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
Brian McTear (CRD# 7179898) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in El Segundo, CA and has over 3 years of experience in the finance industry.
Robert Miera (CRD# 7070018) is an Investment Advisor Representative working at Osaic Fa, Inc. in El Segundo, CA and has 1 year of experience in the finance industry.
William Moffly (CRD# 7655517) is an Investment Advisor Representative working at Validus Capital LLC in El Segundo, CA and has 1 year of experience in the finance industry.
Grant Nabell (CRD# 7437868) is an Investment Advisor Representative working at Regatta Capital Group, LLC in El Segundo, CA and has 1 year of experience in the finance industry.
Simon Oliver (CRD# 5415852) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in El Segundo, CA and has over 10 years of experience in the finance industry.
Anil Pandey (CRD# 6622007) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in El Segundo, CA and has over 2 years of experience in the finance industry.
Roy Payo (CRD# 2295275) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in El Segundo, CA and has over 17 years of experience in the finance industry.
Or Pikary (CRD# 7675890) is an Investment Advisor Representative working at Mariner Wealth in El Segundo, CA and has 1 year of experience in the finance industry. Or Pikary 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 Polk (CRD# 2058943) is an Investment Advisor Representative working at Portage Capital Management LLC in El Segundo, CA and has over 5 years of experience in the finance industry.
Kristopher Raney (CRD# 4511854) is an Investment Advisor Representative working at Wells Fargo Advisors in El Segundo, CA and has over 22 years of experience in the finance industry. Kristopher Raney 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.