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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
Joel Rohn (CRD# 1475521) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 15 years of experience in the finance industry.
Cyril Roseman (CRD# 2268422) is an Investment Advisor Representative working at Portfolio Medics, LLC in La Mesa, CA and has over 31 years of experience in the finance industry. Cyril Roseman 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.
Nicole Sargent (CRD# 6376773) is an Investment Advisor Representative working at Commonwealth Financial Network in La Mesa, CA and has over 7 years of experience in the finance industry.
Eric Schindler (CRD# 1439999) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 30 years of experience in the finance industry.
Eric Schindler (CRD# 5711308) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 8 years of experience in the finance industry.
Judith Seid (CRD# 2318377) is an Investment Advisor Representative working at Blue Summit Wealth Management in La Mesa, CA and has over 31 years of experience in the finance industry. Judith Seid 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 Seid (CRD# 6451841) is an Investment Advisor Representative working at Blue Summit Wealth Management in La Mesa, CA and has over 6 years of experience in the finance industry.
Bruce Sherman (CRD# 3171991) is an Investment Advisor Representative working at Telos Capital Management, Inc. in La Mesa, CA and has over 25 years of experience in the finance industry.
Traci Sherrod (CRD# 4321192) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in La Mesa, CA and has over 23 years of experience in the finance industry.
Robert Shultz (CRD# 5529022) is an Investment Advisor Representative working at Edward Jones in La Mesa, CA and has over 15 years of experience in the finance industry.