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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.
Alexander Grieve (CRD# 6980028) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Seal Beach, CA and has over 5 years of experience in the finance industry.
John Henry (CRD# 7213918) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seal Beach, CA and has over 3 years of experience in the finance industry.
Jeffrey Hewitt (CRD# 7389241) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Seal Beach, CA and has over 2 years of experience in the finance industry.
Meagan Hurst (CRD# 7843757) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Seal Beach, CA and has 1 year of experience in the finance industry.
William Jones (CRD# 7542487) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Seal Beach, CA and has 1 year of experience in the finance industry.
Michael Klein (CRD# 6197611) is an Investment Advisor Representative working at Newedge Advisors in Seal Beach, CA and has over 4 years of experience in the finance industry.
Rick Lam (CRD# 7679294) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Seal Beach, CA and has 1 year of experience in the finance industry.
Ryan Levine (CRD# 7726280) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Seal Beach, CA and has 1 year of experience in the finance industry.
Meghan McNealy (CRD# 5516496) is an Investment Advisor Representative working at Edward Jones in Seal Beach, CA and has 1 year of experience in the finance industry.
Richard Medina (CRD# 6740548) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Seal Beach, CA and has over 7 years of experience in the finance industry.