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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.
Randy Salaki (CRD# 4628239) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mission Viejo, CA and has over 21 years of experience in the finance industry.
Maurice Saluan (CRD# 5142825) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Mission Viejo, CA and has over 15 years of experience in the finance industry.
Ryan Schwartz (CRD# 6587816) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mission Viejo, CA and has over 8 years of experience in the finance industry.
Lilia Schweitzer (CRD# 3101319) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mission Viejo, CA and has over 18 years of experience in the finance industry.
Steven Shields (CRD# 5501026) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mission Viejo, CA and has over 15 years of experience in the finance industry. Steven Shields 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.
Stephen Shloss (CRD# 5429813) is an Investment Advisor Representative working at Money Concepts Advisory Service in Mission Viejo, CA and has over 16 years of experience in the finance industry. Stephen Shloss 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.
Jason Somrak (CRD# 5967646) is an Investment Advisor Representative working at Edward Jones in Mission Viejo, CA and has over 12 years of experience in the finance industry.
Donald Steepe (CRD# 1104458) is an Investment Advisor Representative working at Primerica Advisors in Mission Viejo, CA and has over 41 years of experience in the finance industry.
Douglas Stewart (CRD# 1053298) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mission Viejo, CA and has over 32 years of experience in the finance industry.
Michael Thomas (CRD# 2231234) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Mission Viejo, CA and has over 31 years of experience in the finance industry.