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Distance Only Irvine, CA
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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
Brett Bissell (CRD# 2044526) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Irvine, CA and has over 27 years of experience in the finance industry.
Stephen Black (CRD# 4273023) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 23 years of experience in the finance industry.
John Blakezuniga (CRD# 1014886) is an Investment Advisor Representative working at Vanguard Capital in Irvine, CA and has over 41 years of experience in the finance industry.
Mark Blom (CRD# 1706044) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 22 years of experience in the finance industry. Mark Blom 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.
James Bogdan (CRD# 24817) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Irvine, CA and has over 35 years of experience in the finance industry.
Amir Boghdady (CRD# 2848530) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Irvine, CA and has over 26 years of experience in the finance industry.
Matthew Bohm (CRD# 4163942) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Irvine, CA and has over 23 years of experience in the finance industry.
Robert Bolinger (CRD# 2714693) is an Investment Advisor Representative working at Lpl Financial LLC in Irvine, CA and has over 28 years of experience in the finance industry.
David Bolton (CRD# 2948898) is an Investment Advisor Representative working at Park Avenue Securities LLC in Irvine, CA and has over 26 years of experience in the finance industry.
Kevin Bonner (CRD# 6952154) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Irvine, CA and has over 5 years of experience in the finance industry.