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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
Daniel Horgan (CRD# 1620034) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newport Beach, CA and has over 37 years of experience in the finance industry.
Meredith Milosch (CRD# 4614213) is an Investment Advisor Representative working at Primerica Advisors in Anaheim, CA and has over 21 years of experience in the finance industry.
Jeffrey Morelan (CRD# 4517861) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Anaheim, CA and has over 22 years of experience in the finance industry.
Rosalie Morris (CRD# 6665136) is an Investment Advisor Representative working at Commonwealth Financial Network in Anaheim, CA and has 1 year of experience in the finance industry.
Felton Mosley (CRD# 2622714) is an Investment Advisor Representative working at Mosley Wealth Management, Inc. in Anaheim, CA and has over 28 years of experience in the finance industry.
Jeremy Mossembekker (CRD# 4753796) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Anaheim, CA and has over 20 years of experience in the finance industry.
Cory Murdock (CRD# 2872272) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Anaheim, CA and has over 27 years of experience in the finance industry. Cory Murdock 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.
Diana Nash (CRD# 2664062) is an Investment Advisor Representative working at Cuso Financial Services in Anaheim, CA and has over 20 years of experience in the finance industry.
Peggy Neal (CRD# 2154861) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Anaheim, CA and has over 32 years of experience in the finance industry.
Thomas Nieves (CRD# 2794262) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Anaheim, CA and has over 27 years of experience in the finance industry.
Olabisi Oduguwa (CRD# 2989338) is an Investment Advisor Representative working at Lpl Financial LLC in Anaheim, CA and has over 26 years of experience in the finance industry.