-
Distance Only Indian Wells, CA
-
COMPENSATION Either
-
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
James McCaughey (CRD# 5939311) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indian Wells, CA and has over 12 years of experience in the finance industry.
Michael McConnell (CRD# 6183178) is an Investment Advisor Representative working at M Premier Partners in Indian Wells, CA and has over 10 years of experience in the finance industry.
Paul Meinhold (CRD# 2354934) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indian Wells, CA and has over 30 years of experience in the finance industry.
Eric Mosser (CRD# 6772605) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indian Wells, CA and has over 6 years of experience in the finance industry.
Warren Overman (CRD# 1764259) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Indian Wells, CA and has over 36 years of experience in the finance industry.
Stacy M Porras (CRD# 5376614) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Indian Wells, CA and has over 9 years of experience in the finance industry.
Tasha Posa (CRD# 2922103) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indian Wells, CA and has over 10 years of experience in the finance industry.
Richard Post (CRD# 2474052) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indian Wells, CA and has over 29 years of experience in the finance industry.
Antonieta Sanchez (CRD# 4370559) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indian Wells, CA and has over 21 years of experience in the finance industry.
Isadore Schifano (CRD# 4201898) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indian Wells, CA and has over 22 years of experience in the finance industry.