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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
Vanessa Pocock (CRD# 5807489) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Santa Monica, CA and has over 13 years of experience in the finance industry.
Barrett Porter (CRD# 4257687) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 23 years of experience in the finance industry. Barrett Porter 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.
Daniel Portillo (CRD# 6827390) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 5 years of experience in the finance industry.
Michael Posner (CRD# 4378388) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Monica, CA and has over 22 years of experience in the finance industry.
Daniel Preslar (CRD# 4678872) is an Investment Advisor Representative working at Redwood Wealth Management, LLC in Santa Monica, CA and has over 20 years of experience in the finance industry.
Marshall Quan (CRD# 3210547) is an Investment Advisor Representative working at Ocean Park Asset Management, Inc. in Santa Monica, CA and has over 22 years of experience in the finance industry.
Spencer Rand (CRD# 6144205) is an Investment Advisor Representative working at Five Oceans Advisors in Santa Monica, CA and has over 11 years of experience in the finance industry.
Kamil Rehman (CRD# 2124815) is an Investment Advisor Representative working at Edward Jones in Santa Monica, CA and has over 26 years of experience in the finance industry.
Vetea Ribet (CRD# 4823379) is an Investment Advisor Representative working at Westside Investment Management, LLC in Santa Monica, CA and has over 16 years of experience in the finance industry.
Maarten Rietveld (CRD# 1312571) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Monica, CA and has over 39 years of experience in the finance industry.