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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
Franklin Motte (CRD# 2199904) is an Investment Advisor Representative working at Primerica Advisors in Wildomar, CA and has over 32 years of experience in the finance industry.
Leonard Moulin (CRD# 3012350) is an Investment Advisor Representative working at Ignite Planners LLC in San Clemente, CA and has over 16 years of experience in the finance industry.
Reem Moussa (CRD# 4932069) is an Investment Advisor Representative working at Lpl Financial LLC in Temecula, CA and has over 11 years of experience in the finance industry.
Faith Much (CRD# 6576017) is an Investment Advisor Representative working at Edward Jones in Valley Center, CA and has over 8 years of experience in the finance industry.
Stephen Mulholland (CRD# 6630878) is an Investment Advisor Representative working at Mulholland & Kuperstock Asset Management, LLC in Vista, CA and has 1 year of experience in the finance industry. Stephen Mulholland 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.
Scott Naiman (CRD# 5533953) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 16 years of experience in the finance industry.
Alexander Newman (CRD# 6015559) is an Investment Advisor Representative working at Grape Modern Wealth Management in Temecula, CA and has over 12 years of experience in the finance industry.
Amber Nishida (CRD# 5878682) is an Investment Advisor Representative working at Edward Jones in Canyon Lake, CA and has over 13 years of experience in the finance industry.
Fanning Oakley (CRD# 2631001) is an Investment Advisor Representative working at Oakley Capital Group in Ladera Ranch, CA and has over 21 years of experience in the finance industry.
Arlette Oberg (CRD# 4629338) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Riverside, CA and has over 14 years of experience in the finance industry.