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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
Peter Yanni (CRD# 6962115) 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.
Sonia Yearian (CRD# 1913166) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 29 years of experience in the finance industry.
Walter Yu (CRD# 5596790) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 8 years of experience in the finance industry.
Daniel Zuckerman (CRD# 6144086) is an Investment Advisor Representative working at The Evergreen Advantage Management, Inc. in Santa Monica, CA and has over 11 years of experience in the finance industry.
Skip Zwahlen (CRD# 4976499) is an Investment Advisor Representative working at Ocean Avenue Wealth Management in Santa Monica, CA and has over 18 years of experience in the finance industry.
Rasheed Ahmed (CRD# 7188426) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 4 years of experience in the finance industry. Rasheed Ahmed 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.
Nicholas Anduze (CRD# 6517294) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 4 years of experience in the finance industry.
Tsehay Asfaw (CRD# 6656204) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Monica, CA and has over 7 years of experience in the finance industry.
Nataliya Avanesov (CRD# 5030666) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Santa Monica, CA and has over 17 years of experience in the finance industry.
Tom Binder (CRD# 7178244) is an Investment Advisor Representative working at Holistic-solutions in Santa Monica, CA and has over 5 years of experience in the finance industry.