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Distance Only Mission Viejo, 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
Travis Macaluso (CRD# 6242988) is an Investment Advisor Representative working at Edward Jones in Mission Viejo, CA and has over 10 years of experience in the finance industry.
Andrew Marinos (CRD# 4317707) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mission Viejo, CA and has over 23 years of experience in the finance industry.
Patrick McGinley (CRD# 2309872) is an Investment Advisor Representative working at Primerica Advisors in Mission Viejo, CA and has over 31 years of experience in the finance industry.
Stephen McGuirk (CRD# 5880484) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mission Viejo, CA and has over 12 years of experience in the finance industry.
Mark Merryfield (CRD# 870286) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mission Viejo, CA and has over 44 years of experience in the finance industry.
Jeffrey Merwin (CRD# 5165996) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 13 years of experience in the finance industry.
Matthew Merwin (CRD# 5930281) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 10 years of experience in the finance industry. Matthew Merwin 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.
Antoinette Naghavi (CRD# 6018802) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mission Viejo, CA and has over 11 years of experience in the finance industry.
Dan Ohlwiler (CRD# 1020995) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Mission Viejo, CA and has over 16 years of experience in the finance industry.
Eugene Okoreeh (CRD# 5523991) is an Investment Advisor Representative working at Primerica Advisors in Mission Viejo, CA and has over 15 years of experience in the finance industry.