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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
Shawn Williams (CRD# 6657185) is an Investment Advisor Representative working at Temecula Valley Stock Exchange in Murrieta, CA and has over 7 years of experience in the finance industry.
Jemuel Abarientos (CRD# 4876819) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Temecula, CA and has over 7 years of experience in the finance industry.
Reid Abedeen (CRD# 5480138) is an Investment Advisor Representative working at Safeguard Investment Advisory Group, LLC in Corona, CA and has over 16 years of experience in the finance industry.
John Aguilera (CRD# 2066720) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Vista, CA and has over 33 years of experience in the finance industry. John Aguilera 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.
Mohammad Ali (CRD# 7048435) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Temecula, CA and has over 5 years of experience in the finance industry.
David Allred (CRD# 2496873) is an Investment Advisor Representative working at Ignite Planners LLC in San Clemente, CA and has over 29 years of experience in the finance industry.
Scott Altenburg (CRD# 2357667) is an Investment Advisor Representative working at T&t Capital Management in Coto De Caza, CA and has over 8 years of experience in the finance industry.
Rick Alvarado (CRD# 2085020) is an Investment Advisor Representative working at Lpl Financial LLC in Fallbrook, CA and has over 33 years of experience in the finance industry. Rick Alvarado 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.
Mark Anderson (CRD# 3064033) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Corona, CA and has over 25 years of experience in the finance industry.
Chano Arellano (CRD# 1521344) is an Investment Advisor Representative working at Building Equities, LLC in Oceanside, CA and has over 26 years of experience in the finance industry.