![Arthur Veyna, financial advisor Costa Mesa CA](/img/ws/profile-blank-sq.png)
Arthur Veyna (CRD# 2607709) is an Investment Advisor Representative working at Park Avenue Securities LLC in Costa Mesa, CA and has over 18 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
![Richard Jensen, financial advisor Costa Mesa CA](/img/ws/profile-blank-sq.png)
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Park Avenue Securities | Costa Mesa, CA | Jun 2023 - Current | 1 |
Guardian Life Insurance Company | Costa Mesa, CA | Jun 2023 - Current | 1 |
Guardian Life Insurance Company | Mesa, AZ | May 2023 - Jun 2023 | < 1 |
Park Avenue Securities | Mesa, AZ | May 2023 - Jun 2023 | < 1 |
Guardian Life Insurance Company | San Diego, CA | Dec 2022 - May 2023 | < 1 |
Park Avenue Securities | San Diego, CA | Dec 2022 - May 2023 | < 1 |
Mml Investor Services | Costa Mesa, CA | Apr 2021 - Dec 2022 | 1 |
Massmutual Life Insurance Company | Costa Mesa, CA | Mar 2021 - Dec 2022 | 1 |
Cooper Mcmanus | Irvine, CA | Dec 2018 - Mar 2021 | 2 |
Bml Wealth Management | Irvine, CA | Dec 2018 - Mar 2021 | 2 |
Securian Financial Services, Inc. | St. Paul, MN | Mar 1995 - Dec 2018 | 23 |
Minnesota Life | St Paul, MN | Dec 1994 - Dec 2018 | 24 |
Tax & Financial Group | Newport Beach, CA | Dec 1994 - Dec 2018 | 24 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2006 |
S63 | Uniform Securities State Law Examination | Jun 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
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