-
Distance Only Torrance, CA
-
COMPENSATION Either
-
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
Christopher Olin (CRD# 6247640) is an Investment Advisor Representative working at Alesia Investment Management LLC in Torrance, CA and has 1 year of experience in the finance industry.
Daniel Osorio (CRD# 6843680) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Torrance, CA and has over 6 years of experience in the finance industry.
Julie Ou (CRD# 2746586) is an Investment Advisor Representative working at Equitable Advisors, LLC in Torrance, CA and has over 27 years of experience in the finance industry.
Brett Panziera (CRD# 6166210) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 10 years of experience in the finance industry. Brett Panziera 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.
Brian Parker (CRD# 2747104) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 28 years of experience in the finance industry. Brian Parker 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.
Chad Parker (CRD# 3091614) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 25 years of experience in the finance industry. Chad Parker 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.
Vishal Patel (CRD# 5830348) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Torrance, CA and has over 13 years of experience in the finance industry.
Michael Paul (CRD# 5198124) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Torrance, CA and has over 17 years of experience in the finance industry.
Kristen Perez (CRD# 6239131) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has 1 year of experience in the finance industry. Kristen Perez 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.
Tyler Petersen (CRD# 5792348) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 13 years of experience in the finance industry. Tyler Petersen 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.