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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
Dean Julian (CRD# 6898120) is an Investment Advisor Representative working at Fischer Investment Strategies, LLC in Westlake Village, CA and has over 6 years of experience in the finance industry.
Talin Kalfayan (CRD# 6674529) is an Investment Advisor Representative working at Western International Securities in Westlake Village, CA and has over 5 years of experience in the finance industry.
Patricia Kappen (CRD# 3190240) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Westlake Village, CA and has over 25 years of experience in the finance industry.
David Karin (CRD# 2486154) is an Investment Advisor Representative working at Western International Securities in Westlake Village, CA and has over 29 years of experience in the finance industry.
Robert Katch (CRD# 2121257) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has 1 year of experience in the finance industry.
Robert Kay (CRD# 5538323) 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. Robert Kay 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.
Michael Kazmer (CRD# 1448812) 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.
Michael Kent (CRD# 4697638) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westlake Village, CA and has over 20 years of experience in the finance industry.
Robert Kernochan (CRD# 5623869) is an Investment Advisor Representative working at Osaic Fa, Inc. in Westlake Village, CA and has over 14 years of experience in the finance industry.
Courtney Kershaw (CRD# 5511475) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westlake Village, CA and has over 15 years of experience in the finance industry.