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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 Sponseller (CRD# 5986924) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oceanside, CA and has over 12 years of experience in the finance industry.
Paul Sprague (CRD# 2034380) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Oceanside, CA and has over 34 years of experience in the finance industry.
Karl Spurzem (CRD# 1174726) is an Investment Advisor Representative working at Mountain Capital Investment Advisors Inc. in Corte Madera, CA and has over 33 years of experience in the finance industry.
Thomas Steele (CRD# 1034322) is an Investment Advisor Representative working at Gradient Advisors, LLC in Riverside, CA and has over 3 years of experience in the finance industry.
Donald Steepe (CRD# 1104458) is an Investment Advisor Representative working at Primerica Advisors in Mission Viejo, CA and has over 41 years of experience in the finance industry.
Corinne Steinman (CRD# 5464630) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Clemente, CA and has over 16 years of experience in the finance industry.
Joseph Stella (CRD# 6372577) is an Investment Advisor Representative working at Presidio Capital Management, LLC in Ladera Ranch, CA and has over 9 years of experience in the finance industry. Joseph Stella 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.
Bradley Stephenson (CRD# 862866) is an Investment Advisor Representative working at Stephenson And Company, Inc. in San Clemente, CA and has over 39 years of experience in the finance industry. Bradley Stephenson 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.
Riley Stephenson (CRD# 5948265) is an Investment Advisor Representative working at Stephenson And Company, Inc. in San Clemente, CA and has over 11 years of experience in the finance industry. Riley Stephenson 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.
Bradly Stevens (CRD# 5353452) is an Investment Advisor Representative working at Park Avenue Securities LLC in Moreno Valley, CA and has over 17 years of experience in the finance industry.