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Distance Only Torrance, 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
Elliott Servais (CRD# 6205089) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 10 years of experience in the finance industry. Elliott Servais 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.
Andy Seth (CRD# 5296525) has been independently named “Five Star Wealth Manager, 2014 and 2015″, “Top 25 Most Influential Young Professionals in Colorado, 2012″ by ColoradoBiz Magazine, Denver Business Journal’s “Forty Under 40 in 2011” and selected as a finalist for “Denver’s Leader of the Year Award for 2011” and “Volunteer of the Year” by the editors of InvestmentNews. Andy leads the Private Client Advisor Group, leveraging his background working in client service and operations for Fortune 500 companies. Andy holds a Bachelor of Arts degree in both Economics and Spanish from Boston College,...
Jeffrey Sheefel (CRD# 2064685) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Torrance, CA and has over 33 years of experience in the finance industry.
Angela Sheldon (CRD# 2905596) is an Investment Advisor Representative working at Tortuga Wealth Management in Torrance, CA and has over 22 years of experience in the finance industry. Angela Sheldon 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.
Nicole Simpson (CRD# 5271726) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 16 years of experience in the finance industry. Nicole Simpson 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.
William Simpson (CRD# 5038165) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has 1 year of experience in the finance industry. William Simpson 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.
Simran Singh (CRD# 6296999) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Torrance, CA and has over 9 years of experience in the finance industry.
Richard Sloss (CRD# 6747903) is an Investment Advisor Representative working at Edward Jones in Torrance, CA and has over 7 years of experience in the finance industry.
Ritas Smith (CRD# 2010210) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Torrance, CA and has over 33 years of experience in the finance industry. Ritas Smith 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.
Jonathan Spector (CRD# 5492927) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 16 years of experience in the finance industry. Jonathan Spector 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.