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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.
Loni Ang (CRD# 4750885) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, CA and has over 20 years of experience in the finance industry.
Rudy Anguiano (CRD# 5188950) is an Investment Advisor Representative working at Lpl Financial LLC in Brea, CA and has over 17 years of experience in the finance industry.
Kenneth Annaloro (CRD# 5977424) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Juan Capistrano, CA and has over 12 years of experience in the finance industry.
Mark Ansara (CRD# 2186245) is an Investment Advisor Representative working at Wells Fargo Advisors in Irvine, CA and has over 27 years of experience in the finance industry.
Feroz Ansari (CRD# 2304944) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 21 years of experience in the finance industry. Feroz Ansari 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.
Imran Ansari (CRD# 5823704) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 10 years of experience in the finance industry.
Javaid Ansari (CRD# 4726785) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 21 years of experience in the finance industry. Javaid Ansari 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.
Moeez Ansari (CRD# 4053253) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 24 years of experience in the finance industry.
Mark Antariksa (CRD# 6874658) is an Investment Advisor Representative working at City National Rochdale in Irvine, CA and has over 5 years of experience in the finance industry.
Phillip Anton (CRD# 1025842) is an Investment Advisor Representative working at Calton & Associates, Inc. in Yorba Linda, CA and has over 41 years of experience in the finance industry.