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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
Elijah Souza (CRD# 5553426) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 15 years of experience in the finance industry. Elijah Souza 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 Stern (CRD# 4989034) is an Investment Advisor Representative working at Daniel M. Stern, LLC in Santa Monica, CA and has 1 year of experience in the finance industry. Daniel Stern 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.
Mary Storjohann (CRD# 4798603) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 13 years of experience in the finance industry. Mary Storjohann 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.
Jack Stumpus (CRD# 2909689) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Monica, CA and has over 26 years of experience in the finance industry.
Layne Tally (CRD# 5139105) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 14 years of experience in the finance industry.
Timothy Tarpening (CRD# 1711007) is an Investment Advisor Representative working at Pacific Income Advisers Inc. in Santa Monica, CA and has over 36 years of experience in the finance industry.
Nigel Taylor (CRD# 1709118) is an Investment Advisor Representative working at Taylor & Associates in Santa Monica, CA and has over 18 years of experience in the finance industry.
Deanne Tegtmeier (CRD# 2649519) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Monica, CA and has over 28 years of experience in the finance industry. Deanne Tegtmeier 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.
Gilbert Tong (CRD# 2390956) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 30 years of experience in the finance industry.
Maria Travieso (CRD# 6990558) is an Investment Advisor Representative working at Veltra Capital in Santa Monica, CA and has over 5 years of experience in the finance industry.