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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
Michele Fortney-Leach (CRD# 2140952) is an Investment Advisor Representative working at The Ameriflex Group in Westlake Village, CA and has over 32 years of experience in the finance industry.
John Foster (CRD# 1040659) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westlake Village, CA and has over 23 years of experience in the finance industry.
John Foster (CRD# 2209490) is an Investment Advisor Representative working at Park Avenue Securities LLC in Westlake Village, CA and has over 32 years of experience in the finance industry. John Foster 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.
Dennis Fox (CRD# 4758313) is an Investment Advisor Representative working at Wells Fargo Advisors in Westlake Village, CA and has over 19 years of experience in the finance industry.
Zachary Frangos (CRD# 1082417) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake Village, CA and has over 41 years of experience in the finance industry.
Douglas Frank (CRD# 723283) is an Investment Advisor Representative working at Wells Fargo Advisors in Westlake Village, CA and has over 32 years of experience in the finance industry. Douglas Frank 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.
Deborah Frankel (CRD# 2964971) is an Investment Advisor Representative working at Western International Securities in Westlake Village, CA and has over 26 years of experience in the finance industry.
Alexander Franklin (CRD# 2834470) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westlake Village, CA and has over 27 years of experience in the finance industry.
Arthur Fu (CRD# 708840) is an Investment Advisor Representative working at Western International Securities in Westlake Village, CA and has over 41 years of experience in the finance industry. Arthur Fu 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.
Diane Galvin (CRD# 1421604) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westlake Village, CA and has over 38 years of experience in the finance industry. Diane Galvin 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.