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Distance Only Seal Beach, CA
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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
Rachel Jowdy (CRD# 5177279) is an Investment Advisor Representative working at Guggenheim Investments in Seal Beach, CA and has over 17 years of experience in the finance industry.
Karin Knoop (CRD# 5612738) is an Investment Advisor Representative working at Lpl Financial LLC in Seal Beach, CA and has over 14 years of experience in the finance industry.
Jim Kottoor (CRD# 3182283) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seal Beach, CA and has over 22 years of experience in the finance industry.
Mark Krogulski (CRD# 3153583) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Seal Beach, CA and has over 23 years of experience in the finance industry. Mark Krogulski 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.
Janet Larsen (CRD# 4579662) is an Investment Advisor Representative working at Step Financial Services, LLC in Seal Beach, CA and has over 21 years of experience in the finance industry. Janet Larsen 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.
Melanie Lee (CRD# 6614303) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Seal Beach, CA and has over 7 years of experience in the finance industry.
Nicholas Lenning (CRD# 6327486) is an Investment Advisor Representative working at Avantax Advisory Services in Seal Beach, CA and has over 8 years of experience in the finance industry.
Brian Lineberger (CRD# 5167900) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seal Beach, CA and has over 13 years of experience in the finance industry.
Chris Lopez (CRD# 4341355) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Seal Beach, CA and has over 23 years of experience in the finance industry.
Lindsay Mais (CRD# 5668302) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seal Beach, CA and has over 14 years of experience in the finance industry.