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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
Jeffrey Cordova (CRD# 5701194) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westlake Village, CA and has over 14 years of experience in the finance industry.
William Costas (CRD# 1759628) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westlake Village, CA and has over 36 years of experience in the finance industry.
Jon Courtney (CRD# 4705452) is an Investment Advisor Representative working at Village Wealth Advisors in Westlake Village, CA and has over 20 years of experience in the finance industry. Jon Courtney 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.
Steven Cowley (CRD# 1580108) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 28 years of experience in the finance industry.
Lorraine Crawford (CRD# 5287263) is an Investment Advisor Representative working at Western International Securities in Westlake Village, CA and has over 17 years of experience in the finance industry.
Joseph Crossan (CRD# 1449271) is an Investment Advisor Representative working at Nbs Financial Services, Inc. in Westlake Village, CA and has over 33 years of experience in the finance industry. Joseph Crossan 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.
Susan Crossan (CRD# 4781441) is an Investment Advisor Representative working at Nbs Financial Services, Inc. in Westlake Village, CA and has over 12 years of experience in the finance industry.
Sonia Culazzo (CRD# 5374133) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westlake Village, CA and has over 10 years of experience in the finance industry.
Joshua Cummins (CRD# 4033084) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake Village, CA and has over 24 years of experience in the finance industry.
Randol Curtis (CRD# 2551404) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 29 years of experience in the finance industry.