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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
Norine Correa (CRD# 5051501) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Palmdale, CA and has over 10 years of experience in the finance industry.
Susanne Costantini (CRD# 6895022) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Saugus, CA and has over 5 years of experience in the finance industry.
Charles Curtin (CRD# 2248266) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Valencia, CA and has over 31 years of experience in the finance industry.
Pankaj Dayal (CRD# 4321393) is an Investment Advisor Representative working at Pnr Financial Services LLC in Palmdale, CA and has over 23 years of experience in the finance industry.
James Duncombe (CRD# 4574450) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Santa Clarita, CA and has over 21 years of experience in the finance industry.
Michelle Elliot (CRD# 2453047) is an Investment Advisor Representative working at Lpl Financial LLC in Valencia, CA and has over 29 years of experience in the finance industry.
Fred Escobedo (CRD# 5676486) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Canyon Country, CA and has over 14 years of experience in the finance industry.
Tyler Farrell (CRD# 5777830) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palmdale, CA and has over 13 years of experience in the finance industry.
David Fender (CRD# 2391979) is an Investment Advisor Representative working at Avantax Advisory Services in Santa Clarita, CA and has over 30 years of experience in the finance industry.
Jerrod Ferguson (CRD# 5588110) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 14 years of experience in the finance industry. Jerrod Ferguson 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.