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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
Andre Ramirez (CRD# 5233648) is an Investment Advisor Representative working at The Ameriflex Group in Torrance, CA and has over 9 years of experience in the finance industry.
John Paul Ramos (CRD# 7126809) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 3 years of experience in the finance industry. John Paul Ramos 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.
Fernando Reyes (CRD# 5293682) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 17 years of experience in the finance industry. Fernando Reyes 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.
Sam Rodgers (CRD# 7329235) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Torrance, CA and has over 2 years of experience in the finance industry.
Joey Roman (CRD# 7851873) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has 1 year of experience in the finance industry.
Iliana Rosales (CRD# 6868607) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Torrance, CA and has over 4 years of experience in the finance industry.
Jacob Shuman (CRD# 7669028) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has 1 year of experience in the finance industry.
Jay Simmons (CRD# 7898918) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has 1 year of experience in the finance industry.
Clarissia Skinner (CRD# 7350519) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Torrance, CA and has over 2 years of experience in the finance industry.
Thomas Sneed (CRD# 2001316) is an Investment Advisor Representative working at Advanced Portfolio Strategies in Torrance, CA and has 1 year of experience in the finance industry.