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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
Kathleen Muniz (CRD# 2956939) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 26 years of experience in the finance industry.
David Neiman (CRD# 2486698) is an Investment Advisor Representative working at Lpl Financial LLC in West Covina, CA and has over 29 years of experience in the finance industry.
Robert Ochoa (CRD# 4454820) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 22 years of experience in the finance industry.
Kevin Prestesater (CRD# 2494081) is an Investment Advisor Representative working at Lpl Financial LLC in West Covina, CA and has over 29 years of experience in the finance industry.
Tony Raygoza (CRD# 5871157) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 13 years of experience in the finance industry.
Joseph Rubinstein (CRD# 1763942) is an Investment Advisor Representative working at Lpl Financial LLC in West Covina, CA and has over 23 years of experience in the finance industry.
Sherif Salib (CRD# 5759744) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in West Covina, CA and has over 14 years of experience in the finance industry.
Leonel Sandoval (CRD# 5957063) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in West Covina, CA and has over 12 years of experience in the finance industry.
Joseph Sirgy (CRD# 4648650) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 21 years of experience in the finance industry. Joseph Sirgy 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.
Victor Truong (CRD# 6735927) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in West Covina, CA and has over 6 years of experience in the finance industry.