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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
Brian Heublein (CRD# 714280) is an Investment Advisor Representative working at Marsha Lee & Company,inc. in Palm Desert, CA and has over 30 years of experience in the finance industry.
Jeffrey Kamys (CRD# 6944486) is an Investment Advisor Representative working at Inherent Wealth Fund, LLC in Palm Desert, CA and has over 3 years of experience in the finance industry.
Patricia Kerman (CRD# 7492658) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Palm Desert, CA and has 1 year of experience in the finance industry.
Daniel Legan (CRD# 2360114) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Palm Desert, CA and has over 30 years of experience in the finance industry.
Adam Ochoa (CRD# 7653795) is an Investment Advisor Representative working at Lotusland Properties in Palm Desert, CA and has 1 year of experience in the finance industry.
Jarred Palmquist (CRD# 7693072) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palm Desert, CA and has 1 year of experience in the finance industry.
Mitchell Rosich (CRD# 6056324) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Palm Desert, CA and has 1 year of experience in the finance industry.
Nicolas Rubio Rubio (CRD# 7807103) is an Investment Advisor Representative working at Avivar Capital, LLC in Palm Desert, CA and has 1 year of experience in the finance industry.
Nichole Ruth (CRD# 7591602) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Palm Desert, CA and has over 2 years of experience in the finance industry.
Tamara Spates (CRD# 1851474) is an Investment Advisor Representative working at Morgan Stanley in Palm Desert, CA and has over 35 years of experience in the finance industry.