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Financial Advisers in California

Financial Advisers in Irvine, CA

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Here is a complete list of most available Financial Advisers in Irvine, CA.

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9 results found

Sophia Licauco Santa Ana, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Chief Executive Officer • Corporate Executive • Chief Executive • Training and Coaching Professional • Professional Development Teacher • Independent Business Owners • Business Administrator • Deputy Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Wellness and Fitness • Master of Science • Field Marketing Specialist

Experience & Education

Position:
Distributor at Organo Gold (Self-employed), Sr. Executive at Ward McDaniel and Sagepoint Financial, ...
Title:
Distributor at Organo Gold
Location:
Orange County, California Area
Industry:
Professional Training & Coaching
Work history:
Organo Gold - Newport Beach CADistributorsince May 2013Ward McDaniel and Sagepoint Financial - Irvine CASr. Executivesince Feb 2012
Full Profile

Ben Nejad Irvine, CA

Professions & Specialties

Financial Consultant • Financial Adviser • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Operations Manager

Experience & Education

Work

Company:
Independent capital management
Financial adviser
Company:
Pure gold capital corp - Vancouver, BC
Portfolio manager

Skills

Social confidence. Amazing networking skills. Efficient time management. Math and money management...
Full Profile

Catherine Lee Irvine, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Operations Manager • Sales Manager

Experience & Education

Work

Company:
Morgan stanley smith barney - Lafayette, IN
Financial adviser assistant
Company:
Cond nast interculture group
Assistant public relations
Full Profile

Hannah Tarng Irvine, CA

Professions & Specialties

Mortgage Loan Officer • Financial Adviser • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts

Experience & Education

Position:
Mortgage Loan Officer and Financial adviser at Chinatrust Bank USA
Title:
Mortgage Loan Officer and Financial Adviser
Location:
Irvine, California
Industry:
Banking
Work history:
Chinatrust Bank USA - Orange County, California AreaMortgage Loan Officer and Financial advisersince 2007ITRI - TaiwanIndustry AnalystFeb 1987 - Jun 2001
Full Profile

Alan Nakamura Irvine, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Business Analyst • Administrative Clerk • Clerical Specialist • Analyst • Analysts • Chief Administrative Officer • Chief Executive

Experience & Education

Work

Company:
Irvine housing opportunities (iho) - Irvine, CA
Administrative assistant
Company:
Pacific life insurance company - Aliso Viejo, CA
New business analyst
Full Profile

Samuel Chin Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Teller • Banker • Financial Adviser • Financial Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Arts • Advisor

Experience & Education

Position:
Financial Consultant at MetLife
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
MetLife - Irvine, CAFinancial Consultantsince Dec 2012Benetech, Inc. Retirement Plan AdministratorSep 2009 - Dec 2012
Skills:
Banking, Investments, Accounting, Mutual Funds, Retirement Planning, Microsoft Excel, Portfolio...
Languages:
Korean
Full Profile

Amber Salmeron Los Angeles, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Chief Administrative Officer • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Broadcast Media Professional • Media Professional • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Entertainment Professional • Entertainer • Bachelor of Arts

Experience & Education

Title:
Divisional Support Associate at American Funds
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
American Funds - Irvine, CADivisional Support AssociateAug 2011 - Jan 2013American Funds - Irvine, CAFund RepresenativeNov 2008 - Aug 2011
Skills:
Social Media, Editing, Advertising, Event Planning, Microsoft Excel, Public Speaking, Customer...
Full Profile

Marques Jordan Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Data Analyst • Computer Software Professional • Data Entry Specialist • Data Scientist • Software Developers • Project Manager • Supervisor • Managers • Project Engineer • Engineering Specialist • Project Managers • Computer Scientists • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Data Analyst at Southern California Edison
Location:
Los Angeles, California
Industry:
Management Consulting
Work history:
Southern California Edison - Irvine, CAData Analystsince Sep 2012CHC Consulting / Byers Engineering - Orange County, California AreaProject Manager / Data EngineerJun 2007 - Jan 2012
Skills:
Wordpress, Microsoft Office, Programming, Word, Project Management, Strategic Leadership, Microsoft ...
..as an Insurance Salesmen and as a Financial Adviser Retirement Specialist
Full Profile

Brian Loker San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Patent Attorney • Law Specialist • Lawyers • Computational Scientist • Computer Scientists • Supporting Member • Team Member • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Juris Doctor • Bachelor of Science • Mechanical Engineering Professional • Mechanical Engineering • Electrical Engineering • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Patent Attorney at Zilka-Kotab PC
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
Zilka-Kotab PC - San Jose/San FranciscoPatent Attorneysince Oct 2012Patterson & Sheridan LLP Associate2010 - 2012
Skills:
Intellectual Property, Patent Prosecution, Trade Secrets, Patents, Trademarks, Licensing
Financial Adviser at Ameriprise Financial Services
Full Profile

Financial Advisers near Irvine, CA0816243240Santa AnaNewport BeachCosta MesaLaguna BeachHuntington BeachFullertonGarden Grove


Financial Advisers around Irvine, CA

Costa Mesa  (5)
Fullerton  (1)
Garden Grove  (1)
Laguna Beach  (3)
Santa Ana  (38)

Financial Advisers in California