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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.
Richard Medina (CRD# 6740548) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Seal Beach, CA and has over 7 years of experience in the finance industry.
Matthew Montegani (CRD# 7622712) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seal Beach, CA and has 1 year of experience in the finance industry.
Cynthia Moreno (CRD# 2005045) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Seal Beach, CA and has over 15 years of experience in the finance industry.
Marco Navarro (CRD# 7403571) is an Investment Advisor Representative working at Protection Point Advisors in Seal Beach, CA and has 1 year of experience in the finance industry.
Rachael O'leary (CRD# 6060796) is an Investment Advisor Representative working at Edward Jones in Seal Beach, CA and has over 4 years of experience in the finance industry.
Alexander Pao (CRD# 6666680) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Seal Beach, CA and has over 4 years of experience in the finance industry.
Conner Pendley (CRD# 7365361) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Seal Beach, CA and has over 2 years of experience in the finance industry.
Alan Quezada Santillan (CRD# 7410726) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Seal Beach, CA and has over 2 years of experience in the finance industry.
Jess Sansone (CRD# 7810715) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seal Beach, CA and has 1 year of experience in the finance industry.
Adriana Sobaszek (CRD# 7152156) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Seal Beach, CA and has over 4 years of experience in the finance industry. Adriana Sobaszek 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.