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Distance Only Ladera Ranch, CA
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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
Steven Buck (CRD# 6783628) is an Investment Advisor Representative working at Edward Jones in Ladera Ranch, CA and has over 6 years of experience in the finance industry.
Daniel Callan (CRD# 3272460) is an Investment Advisor Representative working at Nautilus Advisors LLC in Ladera Ranch, CA and has over 24 years of experience in the finance industry.
Samuel Djannie (CRD# 6258605) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ladera Ranch, CA and has over 10 years of experience in the finance industry.
Donald Doungpanya (CRD# 4664308) is an Investment Advisor Representative working at Salt Capital Management in Ladera Ranch, CA and has over 20 years of experience in the finance industry.
Orlando Espino (CRD# 6354893) is an Investment Advisor Representative working at Salt Capital Wealth Management, LLC in Ladera Ranch, CA and has over 5 years of experience in the finance industry.
Surong Lin (CRD# 4907104) is an Investment Advisor Representative working at Edward Jones in Ladera Ranch, CA and has over 19 years of experience in the finance industry.
Kara Marquez (CRD# 5955033) is an Investment Advisor Representative working at Nautilus Advisors LLC in Ladera Ranch, CA and has over 12 years of experience in the finance industry. Kara Marquez 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.
Kenneth Miller (CRD# 1025721) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Ladera Ranch, CA and has over 42 years of experience in the finance industry.
Fanning Oakley (CRD# 2631001) is an Investment Advisor Representative working at Oakley Capital Group in Ladera Ranch, CA and has over 21 years of experience in the finance industry.
Jeremy Portnoff (CRD# 4577877) is an Investment Advisor Representative working at Portsalus Wealth Management in Ladera Ranch, CA and has over 21 years of experience in the finance industry. Jeremy Portnoff 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.