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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.
George Scott (CRD# 1721936) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Seal Beach, CA and has over 27 years of experience in the finance industry.
Richard Skelton (CRD# 4782331) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Seal Beach, CA and has over 19 years of experience in the finance industry.
Barry Streeter (CRD# 1471871) is an Investment Advisor Representative working at Lpl Financial LLC in Seal Beach, CA and has 1 year of experience in the finance industry.
Gino Stumpo (CRD# 3160453) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seal Beach, CA and has over 24 years of experience in the finance industry.
Gabriel Taylor (CRD# 5293949) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Seal Beach, CA and has over 16 years of experience in the finance industry. Gabriel Taylor 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.
Jeff has 18+ years of experience in the investment advisory services industry. He is a Chartered Retirement Planning Counselor, an Accredited Asset Management Specialist, and an Accredited Wealth Management Advisor through the College for Financial Planning. As a previous financial advisor with Ameriprise Financial for 10 years, Jeff successfully co-managed and serviced approximately $220 million of client investment assets before starting JST Investment Consulting, Inc. (JST) in 2011. Jeff is a Fiduciary, the lead client advisor and business development manager for JST. Holding dual business...
Zubeen Tukina (CRD# 6747827) is an Investment Advisor Representative working at Edward Jones in Seal Beach, CA and has over 7 years of experience in the finance industry.
Jason Underwood (CRD# 6407160) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Seal Beach, CA and has over 9 years of experience in the finance industry.
Teresa Uzeta (CRD# 4365075) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seal Beach, CA and has over 10 years of experience in the finance industry.
Attila Vari (CRD# 1534120) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Seal Beach, CA and has over 26 years of experience in the finance industry.