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Distance Only Thousand Oaks, 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
Ali Salazar (CRD# 5460061) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Thousand Oaks, CA and has over 15 years of experience in the finance industry.
Samuel Schwartz (CRD# 5301470) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Thousand Oaks, CA and has over 16 years of experience in the finance industry. Samuel Schwartz 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.
David Seery (CRD# 6609184) is an Investment Advisor Representative working at Forum Financial Management, LP in Thousand Oaks, CA and has 1 year of experience in the finance industry. David Seery 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.
Bahram Shidoosh (CRD# 2563978) is an Investment Advisor Representative working at Shidoosh Wealth Management LLC in Thousand Oaks, CA and has over 29 years of experience in the finance industry.
James Shipe (CRD# 7033286) is an Investment Advisor Representative working at Edward Jones in Thousand Oaks, CA and has over 5 years of experience in the finance industry.
Robert Smith (CRD# 2953960) is an Investment Advisor Representative working at Mark Smith Financial Services, Inc. in Thousand Oaks, CA and has 1 year of experience in the finance industry.
Jeanne Snowhite (CRD# 5509199) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Thousand Oaks, CA and has over 16 years of experience in the finance industry.
Dean Solomon (CRD# 4697463) is an Investment Advisor Representative working at Hillcrest Financial Group in Thousand Oaks, CA and has over 12 years of experience in the finance industry. Dean Solomon 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.
Kon Son (CRD# 5139608) is an Investment Advisor Representative working at Team Elevated Asset Management in Thousand Oaks, CA and has over 18 years of experience in the finance industry.
Sherith Squires (CRD# 2120026) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Thousand Oaks, CA and has over 33 years of experience in the finance industry.