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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
Jason Edwards (CRD# 5227812) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Irvine, CA and has 1 year of experience in the finance industry.
Robertina Gama (CRD# 7147285) is an Investment Advisor Representative working at Gama Wealth Management, LLC in Irvine, CA and has over 4 years of experience in the finance industry.
Alexander Gaon (CRD# 7853118) is an Investment Advisor Representative working at Premium Strategies, LLC in Irvine, CA and has 1 year of experience in the finance industry.
Brian Gilbert (CRD# 2245680) is an Investment Advisor Representative working at Commonwealth Financial Network in Irvine, CA and has over 31 years of experience in the finance industry.
Felicia Gopaul (CRD# 2407232) is an Investment Advisor Representative working at Csp Financial Group LLC in Irvine, CA and has over 26 years of experience in the finance industry. Felicia Gopaul 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.
Timothy Jensen (CRD# 4031299) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Irvine, CA and has over 24 years of experience in the finance industry.
Jimahn Kim (CRD# 7287082) is an Investment Advisor Representative working at Jacumen Asset Management Corp. in Irvine, CA and has over 2 years of experience in the finance industry.
Janice King (CRD# 706114) is an Investment Advisor Representative working at King, Janice M. in Irvine, CA and has over 43 years of experience in the finance industry.
Yingqi Linghu (CRD# 6814433) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Irvine, CA and has over 6 years of experience in the finance industry.
Mark Lucci (CRD# 7395576) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Irvine, CA and has 1 year of experience in the finance industry. Mark Lucci 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.