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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
Garrett Oczachowski (CRD# 3157428) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Monica, CA and has over 25 years of experience in the finance industry. Garrett Oczachowski 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 Olson (CRD# 6302750) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 10 years of experience in the finance industry. Susan Olson 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.
Tiffany Orgill (CRD# 5190675) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 17 years of experience in the finance industry.
John Padilla (CRD# 2108400) is an Investment Advisor Representative working at Sowell Management in Santa Monica, CA and has over 32 years of experience in the finance industry.
Christina Pallan (CRD# 5059378) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 16 years of experience in the finance industry.
Mimi Park (CRD# 4684111) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Santa Monica, CA and has over 20 years of experience in the finance industry.
Gira Patel (CRD# 4109493) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 8 years of experience in the finance industry.
Teresa Patrick (CRD# 5659559) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Santa Monica, CA and has over 14 years of experience in the finance industry.
Howard Perlow (CRD# 2161614) is an Investment Advisor Representative working at Angeles Investment Advisors in Santa Monica, CA and has over 23 years of experience in the finance industry.
Douglas Peterson (CRD# 2433084) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Monica, CA and has over 30 years of experience in the finance industry.