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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.
Joy Chiu (CRD# 3080211) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newport Beach, CA and has over 25 years of experience in the finance industry.
George Cleary (CRD# 5161837) is an Investment Advisor Representative working at Edelman Financial Engines in Costa Mesa, CA and has over 17 years of experience in the finance industry.
Matthew Collins (CRD# 5770140) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newport Beach, CA and has over 13 years of experience in the finance industry.
James Curtis (CRD# 5557007) is an Investment Advisor Representative working at James Curtis Financial And Insurance Services in Costa Mesa, CA and has over 15 years of experience in the finance industry. James Curtis 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.
Michael Darany (CRD# 1137035) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Costa Mesa, CA and has over 40 years of experience in the finance industry. Michael Darany 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.
Ralph Dexter (CRD# 1453990) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Costa Mesa, CA and has over 19 years of experience in the finance industry.
Michael Di Rocco (CRD# 6607096) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newport Beach, CA and has over 8 years of experience in the finance industry.
Phillip Di Rocco (CRD# 4797623) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 19 years of experience in the finance industry.
Daniel Dodgen (CRD# 2071798) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Costa Mesa, CA and has over 33 years of experience in the finance industry. Daniel Dodgen 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.
Joy Dutmers (CRD# 3111710) is an Investment Advisor Representative working at Principal Securities, Inc. in Costa Mesa, CA and has over 24 years of experience in the finance industry.