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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
Milton Greenberg (CRD# 2953882) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Woodland Hills, CA and has over 23 years of experience in the finance industry.
Jason Griffin (CRD# 4539621) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Woodland Hills, CA and has over 21 years of experience in the finance industry.
At Dash Investments, we specialize in managing assets for private individuals with a focus on retirement planning and investment advisory services for those near to or in retirement. Individuals who have experienced major life events (such as the sale of a business, inheritance or retirement) retain our services in order to conservatively grow the value of their assets, while drawing on them to support their desired lifestyle.
Zain Griffith (CRD# 5741663) is an Investment Advisor Representative working at Dash Investments in Beverly Hills, CA and has over 15 years of experience in the finance...
Gayane Grigoryan (CRD# 6313567) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Woodland Hills, CA and has over 8 years of experience in the finance industry.
Lorraine Grossman (CRD# 6757972) is an Investment Advisor Representative working at Providence Financial And Insurances, Inc. in Woodland Hills, CA and has over 7 years of experience in the finance industry.
Mary Lou Guray (CRD# 6573421) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Woodland Hills, CA and has over 7 years of experience in the finance industry.
Richard Hagins (CRD# 2958929) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Woodland Hills, CA and has over 26 years of experience in the finance industry.
Ryan Halvorsen (CRD# 4533150) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Woodland Hills, CA and has over 21 years of experience in the finance industry.
Amanda Harake (CRD# 6678136) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Woodland Hills, CA and has over 5 years of experience in the finance industry.
Jeffrey Harwood (CRD# 2808701) is an Investment Advisor Representative working at Ventura Advisors in Woodland Hills, CA and has over 27 years of experience in the finance industry. Jeffrey Harwood 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.