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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
Christine Stern (CRD# 2294146) is an Investment Advisor Representative working at Lpl Financial LLC in Sherman Oaks, CA and has over 31 years of experience in the finance industry.
Milford Stern (CRD# 501622) is an Investment Advisor Representative working at Hilltop Securities Inc. in Sherman Oaks, CA and has over 39 years of experience in the finance industry.
Lisa Sternberg (CRD# 1998793) is an Investment Advisor Representative working at Highline Wealth Partners in Sherman Oaks, CA and has over 7 years of experience in the finance industry.
Stacy Sternportman (CRD# 1155563) is an Investment Advisor Representative working at Hilltop Securities Inc. in Sherman Oaks, CA and has over 37 years of experience in the finance industry.
Angelo Talebi (CRD# 2243829) is an Investment Advisor Representative working at Beverly Hills Financial Planners, LLC in Sherman Oaks, CA and has over 31 years of experience in the finance industry.
Patrick Tantraphol (CRD# 5053487) is an Investment Advisor Representative working at Bhv Financial Services, LLC in Sherman Oaks, CA and has over 20 years of experience in the finance industry. Patrick Tantraphol 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.
Lionel Tapiero (CRD# 6244567) is an Investment Advisor Representative working at Highline Wealth Partners in Sherman Oaks, CA and has over 10 years of experience in the finance industry.
Franklin Taylor (CRD# 1307952) is an Investment Advisor Representative working at Mml Investors Services, LLC in Sherman Oaks, CA and has over 25 years of experience in the finance industry.
Debi Vasques (CRD# 1714991) is an Investment Advisor Representative working at Edward Jones in Sherman Oaks, CA and has over 28 years of experience in the finance industry.
Phillip Vertin (CRD# 6331776) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sherman Oaks, CA and has over 7 years of experience in the finance industry. Phillip Vertin 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.