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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.
Karim Mekhail (CRD# 6958091) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mission Viejo, CA and has over 5 years of experience in the finance industry.
John Merwin (CRD# 6249352) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has 1 year of experience in the finance industry.
Dylan Moore (CRD# 7648005) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mission Viejo, CA and has 1 year of experience in the finance industry.
Sima Mozaffari (CRD# 6433171) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mission Viejo, CA and has over 8 years of experience in the finance industry.
Jesse Nelson (CRD# 7179950) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mission Viejo, CA and has over 4 years of experience in the finance industry. Jesse Nelson 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.
Shayne Olsen (CRD# 7679136) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mission Viejo, CA and has 1 year of experience in the finance industry.
Adam Preston (CRD# 6516209) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mission Viejo, CA and has over 8 years of experience in the finance industry.
Stephen Rouse (CRD# 4442285) is an Investment Advisor Representative working at Lpl Financial LLC in Mission Viejo, CA and has over 2 years of experience in the finance industry.
Mounir Said (CRD# 4787427) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Mission Viejo, CA and has over 18 years of experience in the finance industry.
Rajan Shankara (CRD# 7648727) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mission Viejo, CA and has 1 year of experience in the finance industry.