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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
Blake Morlet (CRD# 6915226) is an Investment Advisor Representative working at Invicta Financial Group in Temecula, CA and has over 6 years of experience in the finance industry.
Mason Mortimer (CRD# 4167801) is an Investment Advisor Representative working at Edward Jones in Temecula, CA and has over 18 years of experience in the finance industry.
Reem Moussa (CRD# 4932069) is an Investment Advisor Representative working at Lpl Financial LLC in Temecula, CA and has over 11 years of experience in the finance industry.
Alexander Newman (CRD# 6015559) is an Investment Advisor Representative working at Grape Modern Wealth Management in Temecula, CA and has over 12 years of experience in the finance industry.
Dennis Odin (CRD# 5329417) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Temecula, CA and has over 16 years of experience in the finance industry.
Anthony Orestano (CRD# 3225166) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Temecula, CA and has over 17 years of experience in the finance industry.
Grant Ostapeck (CRD# 1198182) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Temecula, CA and has over 40 years of experience in the finance industry.
Michael Park (CRD# 2247826) is an Investment Advisor Representative working at Avantax Advisory Services in Temecula, CA and has over 31 years of experience in the finance industry. Michael Park 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.
Meeta Patel (CRD# 6797061) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Temecula, CA and has over 5 years of experience in the finance industry.
Larry Price (CRD# 2510051) is an Investment Advisor Representative working at Lpl Financial LLC in Temecula, CA and has over 29 years of experience in the finance industry.