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Distance Metro area (25 miles)
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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
Jyoti Alwani (CRD# 5884783) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Escondido, CA and has over 10 years of experience in the finance industry.
Richard Bell (CRD# 1336367) is an Investment Advisor Representative working at Bell Strategic Investments, Inc. in Escondido, CA and has over 39 years of experience in the finance industry.
Curt Beyer (CRD# 4003516) is an Investment Advisor Representative working at Lpl Financial LLC in Escondido, CA and has over 24 years of experience in the finance industry.
Carlos Caceres (CRD# 2347486) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Escondido, CA and has over 30 years of experience in the finance industry.
Jack Cima (CRD# 1023079) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Escondido, CA and has over 30 years of experience in the finance industry.
Daniel Cotamagana (CRD# 5357733) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Escondido, CA and has over 16 years of experience in the finance industry.
Rachel Currington (CRD# 6432474) is an Investment Advisor Representative working at Edward Jones in Escondido, CA and has over 7 years of experience in the finance industry.
David Delarosa (CRD# 5288537) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Escondido, CA and has over 15 years of experience in the finance industry.
Rhonda Farrar (CRD# 5129524) is an Investment Advisor Representative working at Farrar Financials in Escondido, CA and has over 14 years of experience in the finance industry.
Jerod Fenton (CRD# 4758999) is an Investment Advisor Representative and co-founder of Red Seven Wealth Management in Escondido, CA. Jerod has over 11 years of experience in the finance industry working with individuals and businesses to plan and invest for the future. Jerod Fenton 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...