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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.
Mary Caporale (CRD# 1210184) is an Investment Advisor Representative working at Edward Jones in Chino Hills, CA and has over 40 years of experience in the finance industry.
Usha Cervantes (CRD# 4549521) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Chino Hills, CA and has over 13 years of experience in the finance industry.
Denita Clark (CRD# 4171737) is an Investment Advisor Representative working at The Financial Architects Wealth Management LLC in Chino Hills, CA and has over 23 years of experience in the finance industry.
Steven Cross (CRD# 1805985) is an Investment Advisor Representative working at Primerica Advisors in Chino Hills, CA and has over 32 years of experience in the finance industry.
Nafeng Hioe (CRD# 3236297) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Chino Hills, CA and has over 24 years of experience in the finance industry.
Narvee Intarachote (CRD# 6123582) is an Investment Advisor Representative working at Edward Jones in Chino Hills, CA and has over 11 years of experience in the finance industry.
Jerome Jostak (CRD# 2907144) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Chino Hills, CA and has over 26 years of experience in the finance industry.
Robert Lee (CRD# 4274178) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Chino Hills, CA and has over 23 years of experience in the finance industry.
Chunyi Lei (CRD# 5893715) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chino Hills, CA and has over 12 years of experience in the finance industry.