-
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
Steven Stacey (CRD# 5489897) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 16 years of experience in the finance industry. Steven Stacey 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.
Linda Stanton (CRD# 5528151) is an Investment Advisor Representative working at Primerica Advisors in Torrance, CA and has over 15 years of experience in the finance industry.
Dawn Strachan (CRD# 4323197) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Torrance, CA and has over 23 years of experience in the finance industry.
Christopher Strong (CRD# 3138607) is an Investment Advisor Representative working at Albitz/miloe And Associates, Inc. in Torrance, CA and has over 25 years of experience in the finance industry.
Jimmy Suh (CRD# 2264741) is an Investment Advisor Representative working at Pfg Advisors in Torrance, CA and has over 31 years of experience in the finance industry.
Eric Swanson (CRD# 2680207) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 25 years of experience in the finance industry. Eric Swanson 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.
Darlene Swatik (CRD# 4274701) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Torrance, CA and has over 22 years of experience in the finance industry. Darlene Swatik 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.
Michelle Swint (CRD# 5587368) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Torrance, CA and has over 15 years of experience in the finance industry.
Geniffer Takacs (CRD# 5784400) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 11 years of experience in the finance industry.
Randall Takaki (CRD# 4920750) is an Investment Advisor Representative working at Prudential Financial Planning Services in Torrance, CA and has over 19 years of experience in the finance industry. Randall Takaki 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.