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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 36 years of experience in the finance industry.
Kevin Mayo (CRD# 2975814) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 26 years of experience in the finance industry. Kevin Mayo 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.
Gary Mendoza (CRD# 6140454) is an Investment Advisor Representative working at Cuso Financial Services, LP in Ontario, CA and has over 10 years of experience in the finance industry.
David Miller (CRD# 5663240) is an Investment Advisor Representative working at Prudential Financial Planning Services in Ontario, CA and has over 14 years of experience in the finance industry. David Miller 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.
Michelle Morales (CRD# 4236111) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 22 years of experience in the finance industry.
Omar Nasir (CRD# 5098756) is an Investment Advisor Representative working at Pierpont Investment Group, LLC in Ontario, CA and has over 17 years of experience in the finance industry.
Eugene Ocasio (CRD# 4640989) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 20 years of experience in the finance industry.
John Oldengarm (CRD# 2701091) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Ontario, CA and has over 28 years of experience in the finance industry.
Robert Osgood (CRD# 6790818) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Ontario, CA and has over 5 years of experience in the finance industry.
Glen Pallas (CRD# 2216766) is an Investment Advisor Representative working at Avantax Advisory Services in Ontario, CA and has over 32 years of experience in the finance industry.
Falguni Patel (CRD# 4172800) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 23 years of experience in the finance industry.