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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
Patrick Anabu (CRD# 6851529) is an Investment Advisor Representative working at Planmember Securities Corporation in Rancho Mirage, CA and has over 5 years of experience in the finance industry.
Austin Beneteau (CRD# 6806187) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Rancho Mirage, CA and has over 6 years of experience in the finance industry.
Cristian Garcia (CRD# 7765120) is an Investment Advisor Representative working at Edward Jones in Rancho Mirage, CA and has 1 year of experience in the finance industry.
Penny Houseman (CRD# 5760422) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in Rancho Mirage, CA and has over 4 years of experience in the finance industry.
Virginia Nelson (CRD# 6716031) is an Investment Advisor Representative working at Edward Jones in Rancho Mirage, CA and has over 7 years of experience in the finance industry.
David Tsikman (CRD# 7419643) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in Rancho Mirage, CA and has over 2 years of experience in the finance industry.
Gabriel Aguirre (CRD# 4445351) is an Investment Advisor Representative working at Morgan Stanley in Palm Desert, CA and has over 22 years of experience in the finance industry.
Charles Alfaro (CRD# 7008774) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Palm Desert, CA and has over 5 years of experience in the finance industry.
Brian Amidei (CRD# 2965820) is an Investment Advisor Representative working at Fortem Financial Group, LLC in Palm Desert, CA and has over 26 years of experience in the finance industry.
Glenn Andrews (CRD# 1517629) is an Investment Advisor Representative working at Bma Advisors, LLC in La Quinta, CA and has over 35 years of experience in the finance industry.