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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
Timothy Samuelson (CRD# 2989046) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 26 years of experience in the finance industry.
Stephan Sandoval (CRD# 4842026) is an Investment Advisor Representative working at Principal Securities, Inc. in San Diego, CA and has over 19 years of experience in the finance industry.
Antonio Savarese (CRD# 842109) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Diego, CA and has over 41 years of experience in the finance industry.
Scott Schechter (CRD# 4496417) is an Investment Advisor Representative working at Eagle Strategies LLC in San Diego, CA and has over 22 years of experience in the finance industry. Scott Schechter 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.
Scotland Schmidt (CRD# 6146107) is an Investment Advisor Representative working at Schmidt, Scotland in San Diego, CA and has over 11 years of experience in the finance industry.
John Schooler (CRD# 2368308) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Diego, CA and has over 30 years of experience in the finance industry.
Sherry Senesy (CRD# 5789816) is an Investment Advisor Representative working at Eagle Strategies LLC in San Diego, CA and has over 13 years of experience in the finance industry. Sherry Senesy 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.
Amar Shah (CRD# 4787877) is an Investment Advisor Representative working at Client First Capital, LLC in San Diego, CA and has over 19 years of experience in the finance industry. Amar Shah 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.
Susan Sharin (CRD# 830234) is an Investment Advisor Representative working at Efficient Frontier Advisors LLC in San Diego, CA and has over 27 years of experience in the finance industry.