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Distance Only Rolling Hills Estates, 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
Mohammed Ali Dhanji (CRD# 6636818) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rolling Hills Estates, CA and has over 7 years of experience in the finance industry.
Daniel Dominguez (CRD# 6324472) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Hills Estates, CA and has over 9 years of experience in the finance industry.
Mayra Haro (CRD# 4440210) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Rolling Hills Estates, CA and has over 21 years of experience in the finance industry.
Peter Haroun (CRD# 5328019) is an Investment Advisor Representative working at Mariner Independent in Rolling Hills Estates, CA and has over 16 years of experience in the finance industry.
Mazi Malekafzali (CRD# 5248774) is an Investment Advisor Representative working at Afzali Investments, LLC in Rolling Hills Estates, CA and has over 5 years of experience in the finance industry.
Chenwei Ni (CRD# 7535923) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Hills Estates, CA and has 1 year of experience in the finance industry.
Antonio Perez (CRD# 6938566) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Hills Estates, CA and has over 6 years of experience in the finance industry.
Emily Perry (CRD# 5001954) is an Investment Advisor Representative working at Wells Fargo Advisors in Rolling Hills Estates, CA and has over 17 years of experience in the finance industry.
Kristena Petty (CRD# 2798139) is an Investment Advisor Representative working at Morgan Stanley in Rolling Hills Estates, CA and has over 25 years of experience in the finance industry.
Phillip Schafer (CRD# 4574738) is an Investment Advisor Representative working at Wells Fargo Advisors in Rolling Hills Estates, CA and has over 21 years of experience in the finance industry. Phillip Schafer 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.