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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
Pamela Plick (CRD# 2831150) is an Investment Advisor Representative working at Pamela Plick Wealth Management LLC in Palm Desert, CA and has over 20 years of experience in the finance industry. Pamela Plick 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.
John Polovick (CRD# 5755205) is an Investment Advisor Representative working at Keystone Private Wealth in Palm Desert, CA and has over 14 years of experience in the finance industry.
John Polovick (CRD# 2034521) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in La Quinta, CA and has over 27 years of experience in the finance industry.
Stacy M Porras (CRD# 5376614) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Indian Wells, CA and has over 9 years of experience in the finance industry.
Misty Porter (CRD# 4701874) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in Yucca Valley, CA and has over 20 years of experience in the finance industry. Misty Porter 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.
Tasha Posa (CRD# 2922103) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indian Wells, CA and has over 10 years of experience in the finance industry.
Richard Post (CRD# 2474052) 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.
Patricia Prentice (CRD# 5770461) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Palm Desert, CA and has over 13 years of experience in the finance industry.
Thomas Prentice (CRD# 874774) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Palm Desert, CA and has over 40 years of experience in the finance industry.
Jeffery Quiggle (CRD# 2156303) is an Investment Advisor Representative working at Centaurus Financial, Inc. in La Quinta, CA and has over 32 years of experience in the finance industry.