92056, Oceanside, California - October 24, 2014
Retirement Planning & IRAs$10.00 to $11.00 fee only (hourly rate)
I am a non fee based financial representative. I offer my clients options based on their specific needs and help work with them to achieve their goals in tax free retirment vehicles.
Reported by:
Jennifer Rokke, Five Rings Financial |
92056, Oceanside, California - October 24, 2014
Financial Planning$10.00 to $11.00 fee only - hourly rate
I am a non fee based financial representative
Reported by:
Jennifer Rokke, Five Rings Financial |
92056, Oceanside, California - October 24, 2014
Education Planning & 529 Plans$10.00 to $11.00 fee only (hourly rate)
I am a non fee based financial advisor
Reported by:
Jennifer Rokke, Five Rings Financial |
92056, Oceanside, California - October 24, 2014
401-k Rollover Assistance1.00 to 2.00 percent of investments purchased
I am a non fee based financial representative
Reported by:
Jennifer Rokke, Five Rings Financial |
92123, San Diego, California - June 20, 2017
Business 401K & SEP Plans$5.00 to $6.00 hourly rate (fee only)
There is no charge to the client for any work I do. The financial institutions that PHP People Helping People are affiliated with pay me IF what I have to offer fits what the client needs. The numbers above do not apply there are there to get me to the next question!
Reported by:
Vincent Cendejas, PHP People Helping People |
92123, San Diego, California - June 20, 2017
Education Planning & 529 Plans$5.00 to $6.00 fee only (hourly rate)
There is no charge to the client for any work I do. The financial institutions that PHP People Helping People are affiliated with pay me IF what I have to offer fits what the client needs. The numbers above do not apply there are there to get me to the next question!
Reported by:
Vincent Cendejas, PHP People Helping People |
92123, San Diego, California - June 20, 2017
Financial Advisors - Asset Management$5.00 to $6.00 hourly rate
There is no charge to the client for any work I do. The financial institutions that PHP People Helping People are affiliated with pay me IF what I have to offer fits what the client needs. The numbers above do not apply there are there to get me to the next question!
Reported by:
Vincent Cendejas, PHP People Helping People |
92123, San Diego, California - June 20, 2017
Financial Planning$6.00 to $7.00 fee only - hourly rate
There is no charge to the client for any work I do. The financial institutions that PHP People Helping People are affiliated with pay me IF what I have to offer fits what the client needs. The numbers above do not apply there are there to get me to the next question!
Reported by:
Vincent Cendejas, PHP People Helping People |
92123, San Diego, California - June 20, 2017
401-k Rollover Assistance$5.00 to $6.00 fee only (hourly rate)
There is no charge to the client for any work I do. The financial institutions that PHP People Helping People are affiliated with pay me IF what I have to offer fits what the client needs.
The numbers above do not apply there are there to get me to the next question!
Reported by:
Vincent Cendejas, PHP People Helping People |