Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Consultants in California

Financial Consultants in Los Angeles, CA

Find a professional & check records

Here is a complete list of nearly every experienced Financial Consultants near you.

Be sure to check other neighborhoods around Los Angeles, CA to find the records of more service providers.

The Trustoria Directory gives people all the professional records needed to find the best Financial broker for any need.

250 results found

Jasmine Bauer Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Collector • Repossessor • Collections Specialist • Customer Relations • Owner • Manager • Chief Administrative Officer • Chief Executive • Operations Manager • Sales Manager • Independent Sales Representative • Sales Coordinator • Sales Representative • Dance Instructor • Dancing Teacher • Administrative Associate • Receptionist • Front Desk Clerk • Clerk • Administrative Clerk • Clerical Specialist • Front Office Receptionist • Inventory Specialist • Logistician • Automotive Specialist • Automotive Professional

Experience & Education

Position:
Financial Advisor at Union Bank Investment Services (UBIS)
Title:
Financial Advisor, Union Bank Investment Services
Location:
Greater Los Angeles Area
Industry:
Executive Office
Work history:
Union Bank Investment Services (UBIS) - Greater Los Angeles AreaFinancial Advisorsince Oct 2012On Assignment A/R Specialist for Allied Travel, HIM, Lab Support, Healthcare Staffing & Sharpstream Life SciencesMay 2011 - Oct 2012
Skills:
Microsoft Office, Team Leadership, Social Media Marketing, Internal Audit, Travel Management,...
Languages:
English, Spanish
Full Profile

Jon Whitlock Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor
Location:
Greater Los Angeles Area
Industry:
Investment Management
Full Profile

Austin Trees Los Angeles, CA

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Apprentice • Student Worker • Financial Manager • Corporate Executive • Chief Executive • Financial Officer • Bachelor of Science • Mathematics • Mathematician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Construction Specialist • Construction Laborer

Experience & Education

Position:
Financial Advisor Services Intern at Dimensional Fund Advisors, Assistant Portfolio Manager at...
Title:
Financial Advisor Services at Dimensional Fund Advisors
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Dimensional Fund Advisors - Santa Monica, CAFinancial Advisor Services Internsince Apr 2013University of Kansas - Lawrence, KSAssistant Portfolio Managersince Sep 2012
Skills:
Microsoft Office, Portfolio Management, Financial Modeling, Bloomberg Terminal, Capital IQ,...
Full Profile

John Gallegos Los Angeles, CA

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Vice President Small Business Banker at Bank of America
Location:
Greater Los Angeles Area
Industry:
Banking
Work history:
Bank of America Assistant Vice President Small Business Bankersince Feb 2011Union Bank Financial Services OfficerAug 2007 - Sep 2010
Languages:
Spanish
In addition to being the key financial advisor for my clients
Full Profile

Morgan Chong Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Sales Person • Sales Representative • Client Service Officer • Sales Support • Supplier • Regional Sales Consultant • Sales Executive • Services Professional • Sales and Service Specialist • Surgeon • Psychologist • Surgical Specialist • Sports Trainer • Sports Trainers • Partner • Sales Manager • Chief Executive • Bachelor of Arts • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Software Professional • Software Developers • Psychology Specialist

Experience & Education

Position:
Business Development Representative at Belkin
Location:
Greater Los Angeles Area
Industry:
Consumer Electronics
Work history:
Belkin - Los Angeles, CABusiness Development Representativesince Mar 2013Morgan Stanley - Atlanta, GASales Trading Assistant2011 - 2012
Works directly with head financial advisor
Full Profile

Bob Ham Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Advertising Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Sales Director • Operations Manager • Sales Manager • Neuropsychiatrist • Psychiatrist • Neurological Specialist • Neurologist • Psychiatric Specialist • Region Manager • Medical Practice Professional • Medical Practitioner • Area Manager • Managers • Recruitment • Registered Nurse • Physician

Experience & Education

Title:
Sales and Marketing Professional
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisor (In-Training)Dec 2011 - Apr 2012GlaxoSmithKline Sr. Therapeutic Specialty Manager2005 - 2010
Full Profile

Denise Carroll Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Office Assistant • Office Clerk • Clerical Specialist • Chief Administrative Officer • Chairperson • Chief Executive • Customer Service • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Investor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Entertainer

Experience & Education

Title:
Retirement Account Administrator at Lockton Companies
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Brandlin & Associates - Century City, CAExecutive AssistantJan 2012 - Oct 2012Heritage Companies - Kansas City, Missouri AreaFinancial AdvisorMar 2009 - Jun 2011
Skills:
Customer Service, Social Media, Budgets, Microsoft Excel, Microsoft Office, PowerPoint, Strategic...
Languages:
English, Spanish
Full Profile

Dayla Vaca Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Non-Profit • Volunteer • Regional Vice President • Vice President • Chief Executive • Team Member • Office Clerk • Clerical Specialist • Management Team Executive • Operations Manager • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial Advisor at UBS Financial Services, Inc.
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. Financial Advisorsince 2005Pepperdine Alumni Association Regional Vice President2008 - 2010
Skills:
Retirement plan review, Business succession planing, Asset allocation strategies, Financial...
Full Profile

Nicole Mazer Los Angeles, CA

Professions & Specialties

Financial Adviser • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Host • Promoter • Entertainment Professional • Entertainer • Graphic Design Specialist • Graphic Designer • Business Consultant • Planner • Advisor • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Wellness and Fitness • Consumer Goods Professional • Commodities Clerk • Sports Game Coach

Experience & Education

Position:
Financial Advisor (IAR) at Woodbury Financial Services, Coordinate and Host Special Events at Event ...
Title:
Financial Adviser
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Woodbury Financial Services - Southern CaliforniaFinancial Advisor (IAR)since Sep 2009Event Planning Coordinate and Host Special Eventssince 2008
Skills:
Financial Analysis, Sales Management, Fixed Annuities, Disability Insurance, Team Building, Series...
Full Profile

Patrick Cody Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • IT Specialist

Experience & Education

Position:
Financial Advisor at Cody Group, Merrill Lynch Bank of America
Title:
Financial Advisor at the Cody Group, Merrill Lynch Bank of America
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Cody Group, Merrill Lynch Bank of America Financial Advisorsince Jan 2011Deloitte Consulting Engagement Manager, Strategy and OperationsAug 2007 - Jan 2011
Skills:
Equities, Strategic Financial Planning, Wealth Management, Insurance, Business Intelligence,...
Full Profile

Josielin Martinez Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Owner • Chief Executive • Counselor • Advisor • Finance and Accounting Specialist • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Certified Nurse Aide • Nurse • Nurse Practitioner • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Notary • Lawyers

Experience & Education

Position:
President at JPM Services LLC, Loan Consultant at Wall Financial Inc
Title:
at JPM Services, LLC
Location:
Greater Los Angeles Area
Industry:
Accounting
Work history:
JPM Services LLC Presidentsince Jun 2010Wall Financial Inc Loan Consultantsince Jun 2010
Financial Advisor
Full Profile

Gwendolyn Cooper Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managers • Operations Manager

Experience & Education

Work

Company:
Financial consultant
Company:
Dunbar richmond inc - San Bernardino, CA
Chief finance officer
Full Profile

Joel Silberman Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Solutions Advisor • Counselor • Pilot • Advisor • Air Transportation Worker • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Fiduciary • Trust Law Attorney • Lawyers • Sales Representative

Experience & Education

Position:
Assistant Vice President Financial Solutions Advisor at Bank of America/Merrill Edge
Title:
Financial Services Professional
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Bank of America/Merrill Edge - Culver City, CAAssistant Vice President Financial Solutions Advisorsince Feb 2012CITI PERSONAL WEALTH MANAGEMENT Investment ConsultantJun 2010 - Dec 2011
Full Profile

Miriam Khorramian Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Analysts • Computer Consultant • IT Consultant

Experience & Education

Position:
Account Executive at Fidelity Investments
Title:
Account Executive
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Fidelity Investments - Century CityAccount Executivesince Jul 2011Merill Lynch Wealth Management - Beverly HillsFinancial AdvisorJan 2009 - Sep 2010
Languages:
Spanish
Full Profile

Kevin Tolsma Los Angeles, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Security • School Principal • School Administrator • Educational Manager • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
IMPORTANT DISCLOSURES at Financial Pointe
Title:
Financial Advisor, CFP® at Financial Pointe
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Financial Pointe - Westlake Village, CaliforniaIMPORTANT DISCLOSURESsince Jan 2013Independent Financial Group, LLC - Camarillo, California 93010Registered PrincipalDec 2008 - Dec 2012
Full Profile

Sean Todd Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Private Banking - Wealth Management Group, Los Angeles CA at Wells Fargo
Title:
Private Banking - Wealth Management Group
Location:
Greater Los Angeles Area
Industry:
Banking
Work history:
Wells Fargo Private Banking - Wealth Management Group, Los Angeles CAsince Oct 2008Wells Fargo Advisors - San Fernando ValleyFinancial ConsultantJun 2006 - Oct 2008
Full Profile

Mitch Hahn Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
New Business and International at Northrop Grumman Aerospace Systems
Location:
Greater Los Angeles Area
Industry:
Defense & Space
Work history:
Northrop Grumman Aerospace Systems New Business and InternationalRiversource Financial advisor2007 - 2010
Full Profile

Lynne Young Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Senior Financial Consultant at Goetzman Group
Title:
Financial Consultant at Goetzman Group
Location:
Greater Los Angeles Area
Industry:
Accounting
Work history:
Goetzman Group Senior Financial Consultantsince Jun 2001MSC Senior Financial Reporting2001 - 2003
Full Profile

Chris Cheong Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Entertainment Professional • Entertainer • Researcher • Survey Researcher • Bachelors Degree • High School Diploma • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Research Analyst • Analysts

Experience & Education

Position:
Business Development at Fuhu, Inc
Title:
Business Development
Location:
Greater Los Angeles Area
Industry:
Consumer Electronics
Work history:
Fuhu, Inc - Greater Los Angeles AreaBusiness Developmentsince 2012Northwestern Mutual Financial Advisor2011 - 2012
Skills:
Financial Modeling, Financial Analysis, Investments, Microsoft Excel, Equity Research, PowerPoint,...
Full Profile

Patty Fletcher Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Chief Administrative Officer • Chief Executive Officer • Operations Manager • Chief Executive • Corporate Executive • General Medical Care Specialist • Physician • Medicine Professional • Healthcare Practitioner • Model • Philanthrope • Non-Profit

Experience & Education

Position:
Manager, Accounting at HealthCare Partners, LLC
Location:
Greater Los Angeles Area
Industry:
Accounting
Work history:
HealthCare Partners, LLC Manager, Accountingsince Dec 2012Western Growers - Irvine, CAAccounting ManagerSep 2007 - Mar 2012
I acted as financial advisor
Full Profile

Evelyn Carlson Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Consultant • Independent Contractor • Advisor • Philanthrope • Counselor • Contractor • Non-Profit • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Treasurer • Vice President • Financial Director • Financial Officer • Financial Manager • Chief Executive • Independent Business Owners

Experience & Education

Position:
Independent Consultant at Self-Employed
Title:
Financial Consultant
Location:
Greater Los Angeles Area
Industry:
Management Consulting
Work history:
Self-Employed Independent Consultantsince Sep 2002Freedom Communications, Inc. Vice President/Chief Financial OfficerJun 1996 - Feb 2002
Full Profile

Mark Wedgworth Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computational Scientist • Information Technology Specialist • Software Developers • Computer Scientists • IT Specialist • Dean • Higher Education Professional • School Administrator • Educational Manager • Entertainer

Experience & Education

Position:
Financial Advisor, Investment Advisor at New England Financial/MetLife
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
New England Financial/MetLife Financial Advisor, Investment Advisorsince 2007UBS Financial Services Financial Advisor2005 - 2007
Skills:
Tax Minimization Strategies, Customized Investment Plans, Tax Efficient Retirement Planning,...
Full Profile

Jem Mcnalley Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at AXA Advisors, LLC
Title:
Financial Consultant at AXA Advisors, LLC/Shuster Financial Group, LLC
Location:
Greater Los Angeles Area
Industry:
Insurance
Work history:
AXA Advisors, LLC Financial Consultantsince Aug 2006
Full Profile

Seth Epstein Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Master of Business Administration • Bachelor of Science • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Vice President - Financial Consultant at Charles Schwab
Location:
Greater Los Angeles Area
Industry:
Investment Management
Skills:
Fixed Income, Equities, Investments, Securities, Series 7, Financial Planning, Wealth Management,...
Certifications:
Series 7 (General Securities Representative)
Series 66 (Uniform Combined State Law Exam)
Full Profile

Alma Stern Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Business Consultant • Non-Profit • Business Administrator • Advisor • Adjunct Instructor • Lecturer • Postsecondary Teacher • Laboratory Management Professional • Laboratory Scientist • Master of Business Administration • Bachelor of Science • Accounting Bookkeeper • Bookkeeper • Chief Executive • Operations Manager

Experience & Education

Position:
Vice Pres. - Chase Investments, Financial Advisor Assoc. at JP Morgan Securities LLC
Title:
Vice Pres - Chase Investments, Financial Advisor Assoc., part of JP Morgan Securities LLC
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
JP Morgan Securities LLC Vice Pres. - Chase Investments, Financial Advisor Assoc.since Sep 2012Merrill Lynch Financial AdvisorAug 2008 - Mar 2012
Skills:
Insurance, Strategic Financial Planning, Small Business, Series 7, Leadership, Finance, Financial...
Full Profile

Tim Pabustan Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Entrepreneur • Advisor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bartender • Sales Representative • Operations Manager

Experience & Education

Position:
Property and Casualty Specialist at Gaspar Insurance Services, Inc., Financial Advisor at Axianta...
Title:
Entrepreneur and Insurance Advisor
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Gaspar Insurance Services, Inc. - Woodland Hills CAProperty and Casualty Specialistsince 2011Axianta Financial Partners - Woodland HillsFinancial Advisorsince 2011
Skills:
Insurance, Life Insurance, Term Life Insurance, Property & Casualty Insurance, Commercial...
Full Profile

Sharon Sengchan Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Wellness and Fitness

Experience & Education

Position:
Financial Counselor at Scripps Memorial Hospital
Location:
Greater Los Angeles Area
Industry:
Health, Wellness and Fitness
Work history:
Scripps Memorial Hospital Financial Counselor
Full Profile

Douglas Kelly Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Investment Officer • Chairperson • Management Analysts • Chief Executive • Financial Officer • Financial Manager • Operations Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelor of Science • Master of Science • Bankruptcy Attorney • Financial Regulation Attorney • Lawyers

Experience & Education

Position:
President and Chief Investment Officer at DW KAPITAL, INC.
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
DW KAPITAL, INC. President and Chief Investment Officersince May 2003Morgan Stanley Financial Advisor1994 - 2002
Full Profile

Matthew Coombe Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Institutional Financial Consultant at Private
Title:
Institutional Financial Consultant
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Private Institutional Financial Consultantsince Mar 2005
Full Profile

Mike Gardia Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at n/a
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
N/a Financial Advisorsince 2007
Skills:
Personal financial planning for retirement, small businesses, protection planning/family security,...
Full Profile

Scott Spence Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at DLC
Location:
Greater Los Angeles Area
Industry:
Accounting
Work history:
DLC Financial Consultant
Full Profile

Nancy Mccready Los Angeles, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive • Marketing Manager • Operations Manager • Non-Profit • Web Marketer

Experience & Education

Position:
Financial Advisor and CERTIFIED FINANCIAL PLANNER practitioner at Ameriprise Financial
Location:
Greater Los Angeles Area
Industry:
Financial Services
Skills:
Wealth management, comprehensive long-term financial planning, business financial planning,...
Full Profile

Jay Eng Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Kinecta Federal Credit Union
Location:
Greater Los Angeles Area
Industry:
Banking
Work history:
Kinecta Federal Credit Union Financial Consultant
Full Profile

Larry Milton Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Senior financial advisor at Boeing Defence Australia
Location:
Greater Los Angeles Area
Industry:
Defense & Space
Work history:
Boeing Defence Australia Senior financial advisor
Full Profile

Donovan Pringle Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial consultant at bank of america
Location:
Greater Los Angeles Area
Industry:
Banking
Work history:
Bank of america Financial consultant
Full Profile

Christina Ni Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Wellness and Fitness

Experience & Education

Position:
Financial Consultant at WellPoint
Location:
Greater Los Angeles Area
Industry:
Health, Wellness and Fitness
Work history:
WellPoint Financial Consultant
Full Profile

Deb Corey Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Insurance agent • Agent • Sales Representative • Representative • Owner • Partner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Deb Corey, Independent Agent & Reg. Rep.
Title:
Deborah Corey, CLU, ChFC, Independent Insurance Agent/Broker & Registered Representative.
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Deb Corey, Independent Agent & Reg. Rep. Ownersince Nov 1974
Skills:
Health Insurance, Public Speaking, Life Insurance, Long-term Care, Insurance, Retirement Planning,...
Full Profile

Michael Tahbaz Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Vice President • Chief Executive

Experience & Education

Position:
Registered Principal - Financial Consultant at LPL Financial
Title:
Registered Principal at LPL Financial
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
LPL Financial Registered Principal - Financial Consultantsince Oct 2001WestFin Securities Assistant Vice PresidentMay 1996 - Sep 2001
Full Profile

Mark Will Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Finance and Accounting Specialist • Financial Analyst • Accounts Receivable • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Analysts • Bachelor of Science • Statistician • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Data Scientist • Mathematician

Experience & Education

Position:
Financial Advisor at Mark Will (self employed)
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Mark Will (self employed) Financial AdvisorThales SR FINANCIAL ANALYSTNov 2007 - May 2009
Full Profile

Salim Zamindar Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at HSCB
Location:
Greater Los Angeles Area
Industry:
Capital Markets
Work history:
HSCB Financial Advisor
Full Profile

Justin Quan Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Operations Manager • Master of Business Administration • Bachelor of Science • Master of Science • Arts and Crafts Specialist • Craft Artist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Floral Designer

Experience & Education

Position:
President at Moonlight Feather, Inc.
Location:
Greater Los Angeles Area
Industry:
Retail
Work history:
Moonlight Feather, Inc. - Ventura, CAPresidentsince Apr 2008Morgan Stanley Smith Barney - Oxnard, CAFinancial AdvisorAug 2009 - Mar 2010
Full Profile

Forrest Friedow Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Larson Financial Group
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Larson Financial Group Financial Advisorsince Apr 2011North Star Resource Group Financial AdvisorAug 2000 - Apr 2011
Full Profile

Janet Tanaka Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Financial Officer • Financial Manager

Experience & Education

Position:
Financial Advisor at World Financial Group
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
World Financial Group Financial Advisorsince Apr 2010Universal City Nissan Finance ManagerJan 2007 - Jan 2008
Full Profile

Mike Safaie Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Customer Service • Client Service Officer • Advisor • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Operations Manager

Experience & Education

Position:
Personal Financial Representative at Allstate Financial Services, LLC
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Allstate Financial Services, LLC Personal Financial Representativesince May 2013New York Life Insurance Company - Irvine, CAFinancial AdvisorDec 2012 - May 2013
Languages:
English, Farsi
Certifications:
Series 7 General securities licensed
Series 66 California State Law Licensed
Full Profile

Elizabeth Caputo Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Financial Director • Financial Officer • Financial Manager • Human Resources Specialist • Recruitment • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Software Professional • Software Developers

Experience & Education

Position:
Sales Representative at Team Makena
Title:
Sales Representative
Location:
Greater Los Angeles Area
Industry:
Medical Devices
Work history:
Team Makena Sales Representativesince May 2013Edward Jones Financial AdvisorJan 2013 - May 2013
Full Profile

Nancy Fishbein Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Financial Director • Financial Officer • Financial Manager • Independent Business Owners • Counselor • Advisor • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Financial Consultant at Self employed
Title:
Self employed Financial Consultant
Location:
Greater Los Angeles Area
Industry:
Accounting
Work history:
Self employed Financial Consultantsince Jul 2007United Capital Financial Partners Chief Financial OfficerNov 2004 - Jul 2007
Full Profile

Joshua Luskin Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Deputy Director • Deputy Manager • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Marketing Administrator • Market Analyst • Market Research Analyst • Recruitment

Experience & Education

Position:
Associate Director of Investments at Oppenheimer & Co.
Location:
Los Angeles, California
Industry:
Financial Services
Work history:
Oppenheimer & Co. - Westwood, CAAssociate Director of Investmentssince Mar 2013Merrill Lynch - Greater Los Angeles AreaFinancial AdvisorJun 2012 - Mar 2013
Full Profile

Kedar Kokatay Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Area Sales Manager • Sales Representative • Regional Sales Consultant

Experience & Education

Position:
Financial Consultant at Kedar Kokatay Financial Services
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Kedar Kokatay Financial Services Financial Consultantsince Jan 1993DuPont Electronic Imaging Systems Regional Sales ManagerSep 1988 - Jun 1993
Full Profile

Jacque Roth Los Angeles, CA

Professions & Specialties

Financial Consultant • Trader • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Account Service Manager • Client Service Officer • Chief Administrative Officer • Chief Executive • Customer Service

Experience & Education

Title:
Senior Registered Client Services Associate at UBS Financial Services Inc
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
UBS Financial Securities, Inc Sr. Registered Account AdministratorAug 2006 - Jul 2012Wachovia Securities Sr. Registered Account AdministratorOct 1997 - Aug 2006
Certifications:
Series 7
Series 63
Instrumental in facilitating financial advisor's production through client rela..
Full Profile

Chris Blanton Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Founder • Operations Manager • Founding Member • Chief Executive • Sales Director • Regional Vice President • Marketing Manager • Philanthrope • Leader • Non-Profit • Managers • Psychologist • Senior Online Leader • Web Marketer • Internet Marketing Manager • Database Administration Professional • Database Administrator • Psychology Specialist

Experience & Education

Position:
Wealth Manager at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
Greater Los Angeles Area
Industry:
Internet
Work history:
Merrill Lynch - Westlake Village, CAWealth Managersince Mar 2013Scratch Brands - Ventura, CAFounderJan 2010 - Jan 2013
Skills:
Strategic Planning, Team Leadership, Start-ups, Entrepreneurship, E-commerce, Executive Management, ...
Languages:
English, Japanese, Korean, Mandarin, French
Full Profile


Financial Consultants near Los Angeles, CA03691215DowneyGardenaInglewoodComptonLynwoodSouth GateBell