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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.
Imran Ansari (CRD# 5823704) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 10 years of experience in the finance industry.
Javaid Ansari (CRD# 4726785) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 20 years of experience in the finance industry. Javaid Ansari 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.
Moeez Ansari (CRD# 4053253) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 24 years of experience in the finance industry.
Mark Antariksa (CRD# 6874658) is an Investment Advisor Representative working at City National Rochdale in Irvine, CA and has over 5 years of experience in the finance industry.
Phillip Anton (CRD# 1025842) is an Investment Advisor Representative working at Calton & Associates, Inc. in Yorba Linda, CA and has over 41 years of experience in the finance industry.
Shannon Appleby (CRD# 4308112) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seal Beach, CA and has over 22 years of experience in the finance industry.
Blair Applegate (CRD# 5774739) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Aliso Viejo, CA and has over 13 years of experience in the finance industry.
William Applegate (CRD# 6849997) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, CA and has over 6 years of experience in the finance industry.
Emma Aragon (CRD# 5642936) is an Investment Advisor Representative working at Edward Jones in Downey, CA and has over 15 years of experience in the finance industry.
Ernesto Araiza (CRD# 4718421) is an Investment Advisor Representative working at Fhwv Partners, LLP in Los Alamitos, CA and has over 20 years of experience in the finance industry.