-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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 36 years of experience in the finance industry.
Jeff Gonzales (CRD# 5271895) is an Investment Advisor Representative working at Edelman Financial Engines in Chino, CA and has over 16 years of experience in the finance industry.
Jamie Harwood (CRD# 4918604) is an Investment Advisor Representative working at Edward Jones in Chino, CA and has over 18 years of experience in the finance industry.
Paul Hoang (CRD# 4687876) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chino, CA and has over 20 years of experience in the finance industry.
Robert Kalter (CRD# 1559796) is an Investment Advisor Representative working at Tres Wealth Management Group, LLC in Chino, CA and has over 24 years of experience in the finance industry.
Bernadette McCartan (CRD# 4593651) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Chino, CA and has over 21 years of experience in the finance industry.
Saurin Munshaw (CRD# 2455520) is an Investment Advisor Representative working at Equitable Advisors, LLC in Chino, CA and has over 30 years of experience in the finance industry.
Nate Nguyen (CRD# 3198991) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Chino, CA and has over 22 years of experience in the finance industry.
Victoria Renne (CRD# 2809391) is an Investment Advisor Representative working at Lpl Financial LLC in Chino, CA and has over 25 years of experience in the finance industry.
Jay Sesto (CRD# 1437173) is an Investment Advisor Representative working at Tres Wealth Management Group, LLC in Chino, CA and has over 26 years of experience in the finance industry.