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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.
Hector Robles (CRD# 5294849) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Fullerton, CA and has over 17 years of experience in the finance industry.
Woong Roh (CRD# 6425103) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fullerton, CA and has over 9 years of experience in the finance industry.
Scott Rojas (CRD# 2375298) is an Investment Advisor Representative working at Eclectic Associates, Inc. in Fullerton, CA and has over 30 years of experience in the finance industry. Scott Rojas 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.
Elena Rotariu (CRD# 5927620) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fullerton, CA and has over 13 years of experience in the finance industry.
Jusuf Sahabu (CRD# 3137292) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Fullerton, CA and has over 25 years of experience in the finance industry.
Katherine Salter (CRD# 1207203) is an Investment Advisor Representative working at Independent Financial Group, LLC in Fullerton, CA and has over 33 years of experience in the finance industry.
Scott Sloan (CRD# 2381781) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fullerton, CA and has over 29 years of experience in the finance industry. Scott Sloan 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.
Liliana Soto (CRD# 5085336) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fullerton, CA and has over 16 years of experience in the finance industry. Liliana Soto 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.
Jimmy Suh (CRD# 2264741) is an Investment Advisor Representative working at Pfg Advisors in Fullerton, CA and has over 31 years of experience in the finance industry.
James Thornburgh (CRD# 2833499) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fullerton, CA and has over 26 years of experience in the finance industry.