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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
Jeffrey Alstot (CRD# 5864067) is an Investment Advisor Representative working at Kelsey Financial, LLC in Moorpark, CA and has over 7 years of experience in the finance industry.
Annette Gallo (CRD# 6312251) is an Investment Advisor Representative working at Kelsey Financial, LLC in Moorpark, CA and has 1 year of experience in the finance industry.
Robert Glatt (CRD# 4511436) is an Investment Advisor Representative working at Glatt And Associates, LLC in Moorpark, CA and has over 22 years of experience in the finance industry.
Kiel Holmes (CRD# 6245170) is an Investment Advisor Representative working at Kelsey Financial, LLC in Moorpark, CA and has over 10 years of experience in the finance industry.
Steven Hoppel (CRD# 4845148) is an Investment Advisor Representative working at Kelsey Financial, LLC in Moorpark, CA and has over 16 years of experience in the finance industry.
Clark Neel (CRD# 2409465) is an Investment Advisor Representative working at Edward Jones in Moorpark, CA and has over 30 years of experience in the finance industry.
Karl Orlowski (CRD# 5052541) is an Investment Advisor Representative working at Avantax Advisory Services in Moorpark, CA and has over 18 years of experience in the finance industry.
Vance Ryan (CRD# 2236481) is an Investment Advisor Representative working at American Business Capital in Moorpark, CA and has over 31 years of experience in the finance industry.
Susanne Cullen (CRD# 7538063) is an Investment Advisor Representative working at Kelsey Financial, LLC in Moorpark, CA and has 1 year of experience in the finance industry.
Bruce Thomas (CRD# 2509968) is an Investment Advisor Representative working at Bruce James Thomas Jr in Moorpark, CA and has over 29 years of experience in the finance industry. Bruce Thomas 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.