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Distance Only Ontario, 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
Cesar Espinoza (CRD# 6158028) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 11 years of experience in the finance industry.
Kendell Frye (CRD# 7413418) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has 1 year of experience in the finance industry. Kendell Frye 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.
George Haro (CRD# 6663082) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 7 years of experience in the finance industry.
Patricia Hobanchavez (CRD# 2827064) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 27 years of experience in the finance industry.
Valencia Jones (CRD# 2894846) is an Investment Advisor Representative working at Origin Investment Advisory LLC in Ontario, CA and has over 26 years of experience in the finance industry. Valencia Jones 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.
Andrew Lee (CRD# 6545797) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ontario, CA and has over 8 years of experience in the finance industry.
Francisco Lopez (CRD# 7653001) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has 1 year of experience in the finance industry.
Marc Melendez (CRD# 7841604) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has 1 year of experience in the finance industry. Marc Melendez 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.
Billie Miles (CRD# 7161977) is an Investment Advisor Representative working at Lifepro Asset Management in Ontario, CA and has 1 year of experience in the finance industry.
Jacqueline Peng (CRD# 7640469) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has 1 year of experience in the finance industry.