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Distance Only Mission Viejo, CA
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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
Brett Jones (CRD# 6857137) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mission Viejo, CA and has over 6 years of experience in the finance industry.
Karen Jordan (CRD# 2839530) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mission Viejo, CA and has over 26 years of experience in the finance industry. Karen Jordan 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.
William Kieran (CRD# 4407030) is an Investment Advisor Representative working at Kevin Kennedy, LLC in Mission Viejo, CA and has over 22 years of experience in the finance industry.
John Klein (CRD# 4497679) is an Investment Advisor Representative working at Klein Financial Advisors in Mission Viejo, CA and has over 23 years of experience in the finance industry.
Veronica Kuznetsov (CRD# 5596598) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mission Viejo, CA and has over 11 years of experience in the finance industry.
Jon Lavine (CRD# 2951842) is an Investment Advisor Representative working at Pacific Specialty Investment Group, LLC in Mission Viejo, CA and has over 25 years of experience in the finance industry.
Dominic Liuzzi (CRD# 1665227) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mission Viejo, CA and has over 36 years of experience in the finance industry.
Nadine Lord (CRD# 1102291) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Mission Viejo, CA and has over 33 years of experience in the finance industry.
Kun-er Lu (CRD# 4644079) is an Investment Advisor Representative working at Lpl Financial LLC in Mission Viejo, CA and has over 20 years of experience in the finance industry.
Eric Ludvigsen (CRD# 5468399) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mission Viejo, CA and has over 16 years of experience in the finance industry.