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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
Robert Burns (CRD# 4478190) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Brea, CA and has over 22 years of experience in the finance industry.
Shauna Castro (CRD# 6557503) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 6 years of experience in the finance industry.
Cornel Catrina (CRD# 2759629) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Brea, CA and has over 15 years of experience in the finance industry.
Daniel Chang (CRD# 5591534) is an Investment Advisor Representative working at Eagle Strategies LLC in Brea, CA and has over 14 years of experience in the finance industry.
Eric Chang (CRD# 3265369) is an Investment Advisor Representative working at Equitable Advisors, LLC in Brea, CA and has over 24 years of experience in the finance industry.
Leslie Chang (CRD# 4296836) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Brea, CA and has over 18 years of experience in the finance industry. Leslie Chang 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.
Charles Chen (CRD# 4163280) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 23 years of experience in the finance industry.
Jenning Chen (CRD# 4890641) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Brea, CA and has over 19 years of experience in the finance industry.
Kurt Chen (CRD# 2905031) is an Investment Advisor Representative working at Lpl Financial LLC in Brea, CA and has over 26 years of experience in the finance industry.
Sharon Chen (CRD# 3083580) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 25 years of experience in the finance industry.