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Distance Only Laguna Niguel, 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
Jason Stephens (CRD# 5378963) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Laguna Niguel, CA and has over 15 years of experience in the finance industry.
Bruce Stratton (CRD# 1628862) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Laguna Niguel, CA and has over 23 years of experience in the finance industry.
Michael Sussman (CRD# 1937948) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Laguna Niguel, CA and has over 31 years of experience in the finance industry.
Patrick Thompson (CRD# 5497775) is an Investment Advisor Representative working at Sentient Financial, LLC in Laguna Niguel, CA and has over 16 years of experience in the finance industry.
David Treffry (CRD# 4913438) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Laguna Niguel, CA and has over 18 years of experience in the finance industry.
Michael Villanueva (CRD# 2140331) is an Investment Advisor Representative working at Pfg Advisors in Laguna Niguel, CA and has over 32 years of experience in the finance industry.
James Warren (CRD# 4253846) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Laguna Niguel, CA and has over 21 years of experience in the finance industry.
Erin Williams (CRD# 2209966) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 32 years of experience in the finance industry.
Zachary Zwilling (CRD# 5018690) is an Investment Advisor Representative working at Morgan Stanley in Laguna Niguel, CA and has over 18 years of experience in the finance industry. Zachary Zwilling 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.
Peter Banos (CRD# 4781908) is an Investment Advisor Representative working at Laguna Niguel Summit Wealth Management, LLC in Laguna Niguel, CA and has over 20 years of experience in the finance industry.