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Distance Only Ontario, CA
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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
Zackary Royce (CRD# 6999116) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 5 years of experience in the finance industry. Zackary Royce 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.
Clarissa Schnabel (CRD# 2978069) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 26 years of experience in the finance industry.
Gabriel Shahin (CRD# 5721782) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 14 years of experience in the finance industry. Gabriel Shahin 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.
Jeannie Shen (CRD# 5017048) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 18 years of experience in the finance industry.
Tara Sibrian (CRD# 4643725) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ontario, CA and has over 17 years of experience in the finance industry.
Min Song (CRD# 5300828) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 16 years of experience in the finance industry. Min Song 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.
Bennett Sperber (CRD# 6709721) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Ontario, CA and has over 7 years of experience in the finance industry.
Nathan Towns (CRD# 6642478) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 7 years of experience in the finance industry.
Louie Vargas (CRD# 4625103) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 18 years of experience in the finance industry.
Jose Vizcarra (CRD# 1263466) is an Investment Advisor Representative working at Primerica Advisors in Ontario, CA and has over 39 years of experience in the finance industry.