-
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
Rosalin Schiller (CRD# 6476620) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indian Wells, CA and has over 8 years of experience in the finance industry.
David Scott (CRD# 5988312) 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 Smith (CRD# 5449889) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indian Wells, CA and has over 15 years of experience in the finance industry.
Augustino Suafoa (CRD# 5738292) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indian Wells, CA and has over 13 years of experience in the finance industry.
Phillip Tanner (CRD# 6545683) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Indian Wells, CA and has over 8 years of experience in the finance industry. Phillip Tanner 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.
Robert Tanner (CRD# 5130183) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indian Wells, CA and has over 17 years of experience in the finance industry.
Douglas Tenny (CRD# 1398025) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Indian Wells, CA and has over 38 years of experience in the finance industry.
Deanna Trang (CRD# 6898931) is an Investment Advisor Representative working at Edward Jones in Indian Wells, CA and has over 6 years of experience in the finance industry.
Diane Valenzuela (CRD# 2105685) 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.
Lawrence Zech (CRD# 2747078) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Indian Wells, CA and has over 27 years of experience in the finance industry.