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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.
Roberto Guzman (CRD# 4790113) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Cerritos, CA and has over 19 years of experience in the finance industry.
Steve Hahn (CRD# 4127344) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Cerritos, CA and has over 24 years of experience in the finance industry.
Kevin Hsu (CRD# 6935519) is an Investment Advisor Representative working at Summit Gates Capital in Cerritos, CA and has over 6 years of experience in the finance industry.
Katharine Kanitra (CRD# 1472991) is an Investment Advisor Representative working at Lpl Financial LLC in Cerritos, CA and has over 37 years of experience in the finance industry.
Stephen Kim (CRD# 4724325) is an Investment Advisor Representative working at Sierra Madre Partners LLC in Cerritos, CA and has over 18 years of experience in the finance industry.
Jane Kwoun (CRD# 4349951) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Cerritos, CA and has over 22 years of experience in the finance industry.
Samuel Lam (CRD# 6383080) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cerritos, CA and has over 9 years of experience in the finance industry.
Richard Magdaleno (CRD# 4636536) is an Investment Advisor Representative working at Latitude Advisors, LLC in Cerritos, CA and has over 21 years of experience in the finance industry. Richard Magdaleno 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.
Pamela McKenzie (CRD# 4923909) is an Investment Advisor Representative working at Lpl Financial LLC in Cerritos, CA and has over 18 years of experience in the finance industry.
Akihiko Mogi (CRD# 5653299) is an Investment Advisor Representative working at Primerica Advisors in Cerritos, CA and has over 14 years of experience in the finance industry.