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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.
Gerald Montegani Jr. (CRD# 2222877) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seal Beach, CA and has over 32 years of experience in the finance industry.
Rita Moreno (CRD# 4999733) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Seal Beach, CA and has over 8 years of experience in the finance industry.
James Morner (CRD# 4977718) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Seal Beach, CA and has over 17 years of experience in the finance industry.
Clay Morris (CRD# 6456890) is an Investment Advisor Representative working at Lpl Financial LLC in Seal Beach, CA and has over 5 years of experience in the finance industry.
Bridgette Nicholson (CRD# 2238144) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Seal Beach, CA and has over 26 years of experience in the finance industry.
Benjamin Norrie (CRD# 5307846) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Seal Beach, CA and has over 11 years of experience in the finance industry.
Austin Orkin (CRD# 6870767) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seal Beach, CA and has over 5 years of experience in the finance industry.
John Orr (CRD# 2527645) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seal Beach, CA and has over 29 years of experience in the finance industry.
Myriam Padilla (CRD# 2785826) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Seal Beach, CA and has over 26 years of experience in the finance industry.
Esperanza Padilla Gomez (CRD# 1386295) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Seal Beach, CA and has over 28 years of experience in the finance industry.