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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
Charles Curtin (CRD# 2248266) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Valencia, CA and has over 31 years of experience in the finance industry.
Randol Curtis (CRD# 2551404) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 29 years of experience in the finance industry.
Valerie D'addona (CRD# 861014) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westlake Village, CA and has over 44 years of experience in the finance industry.
Heather D'angelo (CRD# 5516443) is an Investment Advisor Representative working at Edward Jones in Valencia, CA and has over 8 years of experience in the finance industry.
Fadwa Dahhan (CRD# 3130391) is an Investment Advisor Representative working at Lpl Financial LLC in Woodland Hills, CA and has over 25 years of experience in the finance industry.
Jacob Dahlstrum (CRD# 6267766) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westlake Village, CA and has over 9 years of experience in the finance industry.
Jon Dahlstrum (CRD# 1711988) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Thousand Oaks, CA and has over 23 years of experience in the finance industry.
Nicholas Damiani (CRD# 5669491) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 13 years of experience in the finance industry.
David Daniel (CRD# 1453281) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Port Hueneme, CA and has over 37 years of experience in the finance industry.
Hunter Daniel (CRD# 6377492) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 6 years of experience in the finance industry. Hunter Daniel 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.