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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
Johanna McGee (CRD# 6155128) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in El Segundo, CA and has over 11 years of experience in the finance industry.
Edward McRoberts (CRD# 4528727) is an Investment Advisor Representative working at Omnicap Group LLC in El Segundo, CA and has over 23 years of experience in the finance industry.
Stewart Meggs (CRD# 2367948) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in El Segundo, CA and has over 30 years of experience in the finance industry.
Lisa Meidl (CRD# 2158951) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in El Segundo, CA and has over 25 years of experience in the finance industry.
Joy Milan (CRD# 2786762) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in El Segundo, CA and has over 5 years of experience in the finance industry.
Randall Miller (CRD# 4089786) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in El Segundo, CA and has over 24 years of experience in the finance industry. Randall Miller 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.
Russell Mohberg (CRD# 4354403) is an Investment Advisor Representative working at Regatta Capital Group, LLC in El Segundo, CA and has over 23 years of experience in the finance industry. Russell Mohberg 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.
Donald Moulton (CRD# 862570) is an Investment Advisor Representative working at Ubs Financial Services Inc. in El Segundo, CA and has over 44 years of experience in the finance industry.
Ryan Narasaki (CRD# 5736173) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in El Segundo, CA and has over 13 years of experience in the finance industry. Ryan Narasaki 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 Neary (CRD# 2993505) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in El Segundo, CA and has over 12 years of experience in the finance industry.