-
Distance Only Palos Verdes Estates, CA
-
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
Shawn Oesterreicher (CRD# 6378467) is an Investment Advisor Representative working at Stats Investments in Palos Verdes Estates, CA and has over 8 years of experience in the finance industry.
Lea Okamura (CRD# 3176088) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Palos Verdes Estates, CA and has over 25 years of experience in the finance industry.
Michael Toomey (CRD# 2164013) is an Investment Advisor Representative working at Lpl Financial LLC in Palos Verdes Estates, CA and has over 32 years of experience in the finance industry.
Wen Tsai (CRD# 857764) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Palos Verdes Estates, CA and has over 43 years of experience in the finance industry.
William Tsai (CRD# 1729522) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Palos Verdes Estates, CA and has over 32 years of experience in the finance industry.
Alfred Walsh (CRD# 2530231) is an Investment Advisor Representative working at Malaga Cove Capital, LLC in Palos Verdes Estates, CA and has over 29 years of experience in the finance industry.
James Watson (CRD# 5962288) is an Investment Advisor Representative working at Lpl Financial LLC in Palos Verdes Estates, CA and has over 12 years of experience in the finance industry.
Sandro Winkworth (CRD# 2191040) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Palos Verdes Estates, CA and has over 32 years of experience in the finance industry.
Michelle Miller (CRD# 6335947) is an Investment Advisor Representative working at Delarme Wealth Management, Inc. in Palos Verdes Estates, CA and has over 2 years of experience in the finance industry.
Angel Moon (CRD# 3145003) is an Investment Advisor Representative working at Lpl Financial LLC in Palos Verdes Estates, CA and has over 25 years of experience in the finance industry. Angel Moon 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.