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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.
Robert Casares (CRD# 7440253) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Long Beach, CA and has over 2 years of experience in the finance industry.
Jake Castillo (CRD# 7767135) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has 1 year of experience in the finance industry.
Tyler Chernack (CRD# 5394579) is an Investment Advisor Representative working at Wells Fargo Advisors in Long Beach, CA and has over 3 years of experience in the finance industry.
James Cordova (CRD# 7857789) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Long Beach, CA and has 1 year of experience in the finance industry.
Kalvin Cruz (CRD# 7692957) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Long Beach, CA and has 1 year of experience in the finance industry.
Jonathan Davis (CRD# 7711874) is an Investment Advisor Representative working at Morgan Stanley in Long Beach, CA and has 1 year of experience in the finance industry.
August Deangelo (CRD# 7206292) is an Investment Advisor Representative working at Wells Fargo Advisors in Long Beach, CA and has over 3 years of experience in the finance industry.
Jason Depetris (CRD# 5765106) is an Investment Advisor Representative working at Eagle Strategies LLC in Long Beach, CA and has over 13 years of experience in the finance industry. Jason Depetris 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.
Cyrus Dereu (CRD# 7706759) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has 1 year of experience in the finance industry.
Vali Devries (CRD# 3036219) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Long Beach, CA and has over 23 years of experience in the finance industry.