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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
Matthew Constancio (CRD# 1983954) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brea, CA and has over 32 years of experience in the finance industry.
Joanna Correa (CRD# 5235529) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 16 years of experience in the finance industry.
John Cowley (CRD# 2769857) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Brea, CA and has over 26 years of experience in the finance industry.
Christian Cruz (CRD# 5130013) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 17 years of experience in the finance industry.
John Dauphin (CRD# 2536681) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 27 years of experience in the finance industry.
Thomas Davis (CRD# 1162602) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Brea, CA and has over 40 years of experience in the finance industry.
Tirso De Anda (CRD# 2843359) is an Investment Advisor Representative working at Edward Jones in Brea, CA and has over 27 years of experience in the finance industry.
Scott Devens (CRD# 3013405) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 26 years of experience in the finance industry.
Caleb Dolifka (CRD# 6342265) 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.
Louis Dong (CRD# 2813204) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brea, CA and has over 27 years of experience in the finance industry.