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Distance Metro area (25 miles)
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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
Shawn Bean (CRD# 2839584) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Woodland Hills, CA and has over 26 years of experience in the finance industry.
Katherine Beattie (CRD# 5314865) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 16 years of experience in the finance industry. Katherine Beattie 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.
Larry Beausoleil (CRD# 1011150) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in El Segundo, CA and has over 30 years of experience in the finance industry.
Drake Beck (CRD# 6068254) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Angeles, CA and has over 11 years of experience in the finance industry.
Jonathan Beck (CRD# 5584575) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Beverly Hills, CA and has over 15 years of experience in the finance industry.
Jeffrey Becker (CRD# 4958719) is an Investment Advisor Representative working at Wb Financial Services, LLC in Woodland Hills, CA and has over 22 years of experience in the finance industry.
Scott Beckerman (CRD# 5849403) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 13 years of experience in the finance industry.
Christopher Beckett (CRD# 4816193) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly Hills, CA and has over 19 years of experience in the finance industry.
Daniel Beckwith (CRD# 6342650) is an Investment Advisor Representative working at First Financial Consulting in Pasadena, CA and has over 9 years of experience in the finance industry. Daniel Beckwith 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.
Daniel Beckwith (CRD# 4926372) is an Investment Advisor Representative working at Belmont Capital Group in Los Angeles, CA and has over 18 years of experience in the finance industry. Daniel Beckwith 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.