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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
Frederick Przekop (CRD# 4743377) is an Investment Advisor Representative working at Morgan Stanley in Santa Barbara, CA and has over 9 years of experience in the finance industry.
Anthony Purpero (CRD# 856680) is an Investment Advisor Representative working at Harbor Hills Financial Advisors in Montecito, CA and has over 40 years of experience in the finance industry.
Annalisa Rada-Mcgee (CRD# 2473021) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 17 years of experience in the finance industry.
David Radoccia (CRD# 1442962) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 38 years of experience in the finance industry. David Radoccia 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.
Jonathan Raether (CRD# 5590796) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 15 years of experience in the finance industry.
Joe Ramon (CRD# 4328785) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 23 years of experience in the finance industry.
Prashant Ravani (CRD# 2875899) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 27 years of experience in the finance industry. Prashant Ravani 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.
Patrick Reed (CRD# 6566277) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Barbara, CA and has over 8 years of experience in the finance industry.
Bryan Reinhard (CRD# 3257820) is an Investment Advisor Representative working at Omega Financial Group, LLC in Santa Barbara, CA and has over 24 years of experience in the finance industry. Bryan Reinhard 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.
Alissa Rennacker (CRD# 6911529) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 5 years of experience in the finance industry.