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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.
David Marich (CRD# 6157969) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Alamitos, CA and has over 11 years of experience in the finance industry.
Thomas McKenzie (CRD# 2681757) is an Investment Advisor Representative working at Independent Financial Group, LLC in Los Alamitos, CA and has over 28 years of experience in the finance industry.
Dennis Mollison (CRD# 4700121) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Los Alamitos, CA and has over 20 years of experience in the finance industry.
Matthew Oelschlager (CRD# 5912058) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Los Alamitos, CA and has over 12 years of experience in the finance industry. Matthew Oelschlager 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.
Matthew Quan (CRD# 5394219) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Los Alamitos, CA and has over 9 years of experience in the finance industry.
Michael Ray (CRD# 2525236) is an Investment Advisor Representative working at Lpl Financial LLC in Los Alamitos, CA and has over 29 years of experience in the finance industry.
Tammi Reinders (CRD# 2393134) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Los Alamitos, CA and has over 28 years of experience in the finance industry.
Jobel Rentino (CRD# 6791813) is an Investment Advisor Representative working at Avantax Advisory Services in Los Alamitos, CA and has over 6 years of experience in the finance industry.
Richard Sturm (CRD# 2031707) is an Investment Advisor Representative working at Newedge Advisors in Los Alamitos, CA and has over 32 years of experience in the finance industry.
Valentino Valdez (CRD# 5890862) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Los Alamitos, CA and has over 12 years of experience in the finance industry.