-
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
Donna McClure (CRD# 2465951) is an Investment Advisor Representative working at Planmember Securities Corporation in Corona, CA and has over 30 years of experience in the finance industry.
Jeremie McKee (CRD# 3025644) is an Investment Advisor Representative working at Stonebridge Asset Management LLC in Corona, CA and has over 26 years of experience in the finance industry.
Frank Mercuri (CRD# 2662010) is an Investment Advisor Representative working at Mercuri Asset Management, LLC in Corona, CA and has over 25 years of experience in the finance industry.
Joseph Micalizzi (CRD# 2480923) is an Investment Advisor Representative working at Primerica Advisors in Corona, CA and has over 29 years of experience in the finance industry.
Scott Naiman (CRD# 5533953) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 15 years of experience in the finance industry.
Edison Noboa (CRD# 2261143) is an Investment Advisor Representative working at Eagle Wealth Management, Inc. in Corona, CA and has over 30 years of experience in the finance industry.
Robert Pearce (CRD# 6825431) is an Investment Advisor Representative working at Mercuri Asset Management, LLC in Corona, CA and has over 6 years of experience in the finance industry. Robert Pearce 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.
Joseph Roessler (CRD# 6933552) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 5 years of experience in the finance industry.
Jonathan Sabat (CRD# 6865571) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 6 years of experience in the finance industry.
Ronald Savageau (CRD# 3109606) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Corona, CA and has over 23 years of experience in the finance industry.