-
Distance Metro area (25 miles)
-
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
Seth Perry (CRD# 4561475) is an Investment Advisor Representative working at Primerica Advisors in San Clemente, CA and has over 8 years of experience in the finance industry.
Nicole Peterkin (CRD# 5905866) is an Investment Advisor Representative working at Peterkin Financial, LLC in Oceanside, CA and has over 13 years of experience in the finance industry. Nicole Peterkin 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.
Allison Peterson (CRD# 5471806) is an Investment Advisor Representative working at The Sullivan Group in Menifee, CA and has over 13 years of experience in the finance industry.
Matthew Platler (CRD# 2554296) is an Investment Advisor Representative working at Platler Capital Management LLC in San Clemente, CA and has over 28 years of experience in the finance industry.
Jeremy Portnoff (CRD# 4577877) is an Investment Advisor Representative working at Portsalus Wealth Management in Ladera Ranch, CA and has over 21 years of experience in the finance industry. Jeremy Portnoff 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.
Larry Price (CRD# 2510051) is an Investment Advisor Representative working at Lpl Financial LLC in Temecula, CA and has over 29 years of experience in the finance industry.
Callie Renner (CRD# 6420427) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Oceanside, CA and has over 8 years of experience in the finance industry. Callie Renner 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.
Nadeem Rihan (CRD# 5888930) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Temecula, CA and has over 12 years of experience in the finance industry.
Ricky Rivera (CRD# 5480478) is an Investment Advisor Representative working at Safeguard Investment Advisory Group, LLC in Corona, CA and has over 16 years of experience in the finance industry.
Joseph Roessler (CRD# 6933552) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 5 years of experience in the finance industry.