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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.
James Robuck, Cdfa (CRD# 3270898) is an Investment Advisor Representative working at Jl Robuck Company in Laguna Niguel, CA and has over 24 years of experience in the finance industry.
Lora Rommel (CRD# 1925725) is an Investment Advisor Representative working at Ehrlich Financial Group in Laguna Niguel, CA and has over 28 years of experience in the finance industry. Lora Rommel 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.
Jasper Schanna (CRD# 1616434) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Laguna Niguel, CA and has over 34 years of experience in the finance industry.
Larry Schneider (CRD# 2394790) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Laguna Niguel, CA and has over 30 years of experience in the finance industry. Larry Schneider 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.
Rosa Schulte (CRD# 4414840) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Laguna Niguel, CA and has over 24 years of experience in the finance industry.
Fera Shivaee (CRD# 2271590) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Laguna Niguel, CA and has over 31 years of experience in the finance industry.
David Simpson (CRD# 4570053) is an Investment Advisor Representative working at Simpson Capital Management in Laguna Niguel, CA and has 1 year of experience in the finance industry.
Jerome Slusiewicz (CRD# 1739938) is an Investment Advisor Representative working at Pacific Financial Planners, LLC in Laguna Niguel, CA and has over 36 years of experience in the finance industry.
Bradley Smith (CRD# 5844688) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Laguna Niguel, CA and has over 13 years of experience in the finance industry.
Lawrence Smith (CRD# 1139782) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Laguna Niguel, CA and has over 38 years of experience in the finance industry.