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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.
George Cheng (CRD# 4056629) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Long Beach, CA and has over 24 years of experience in the finance industry.
Juerg Ciceri (CRD# 2216052) is an Investment Advisor Representative working at Jc Financial Planning & Investments, LLC in Long Beach, CA and has over 31 years of experience in the finance industry. Juerg Ciceri 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.
Ruben Cisneros (CRD# 4015223) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Long Beach, CA and has over 24 years of experience in the finance industry. Ruben Cisneros 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.
Karen Codman (CRD# 2774511) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Long Beach, CA and has over 27 years of experience in the finance industry.
David Colley (CRD# 4373786) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Long Beach, CA and has over 22 years of experience in the finance industry.
Guido Cosenza (CRD# 6423016) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Long Beach, CA and has over 9 years of experience in the finance industry.
Craig Cross (CRD# 872117) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 29 years of experience in the finance industry.
Shane Cummings (CRD# 5136560) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 17 years of experience in the finance industry. Shane Cummings 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.
Urmimala Dasgupta (CRD# 5652415) is an Investment Advisor Representative working at Veda Financial in Long Beach, CA and has over 10 years of experience in the finance industry.
Aaron Davis (CRD# 5703276) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Long Beach, CA and has over 12 years of experience in the finance industry.