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Financial Advisers in California

Financial Advisers in Newport Beach, CA

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6 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
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Scott Daugherty Laguna Beach, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Insurance agent • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Insurance Agent at BenefitSource
Title:
Insurance Agent
Location:
Aliso Viejo, California
Industry:
Insurance
Work history:
BenefitSource - Orange County, California AreaInsurance Agentsince Sep 2012Owm Asset Management - Newport Beach, CAFinancial AdviserJun 2011 - Aug 2012
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Rion Dalby Santa Ana, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Representative at JDL Securities, Financial Adviser & Registered Principal at J....
Title:
Financial Adviser & Registered Principal at J. Derek Lewis & Associates, Inc.
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
JDL Securities Registered Representativesince Apr 2006J. Derek Lewis & Associates, Inc. - Newport Beach, CAFinancial Adviser & Registered Principalsince Apr 2006
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Rosalie Mandala Santa Ana, CA

Professions & Specialties

Loan Officer • Financial Adviser • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Loan Officer at Unity West Lending
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Unity West Lending - Newport Beach, CALoan Officersince Aug 2011
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Sean Vasquez Huntington Beach, CA

Professions & Specialties

Founder • Marketing Manager • Manager • Owner • Founding Member • Chief Executive • Operations Manager • Designers • Marketing Administrator • Fashion Design • Graphic Designer • Fashion Designer • Analyst • Representative • Analysts • Web Designer • Website Developer • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Founder/Apparel Designer at Vartanian Surf Clothing (Sole Proprietorship), Marketing/Sponsorship...
Title:
Founder/Designer at Vartanian Surf Clothing, Marketing/Sponsorship Manager at Vartanian Surf
Location:
Huntington Beach, California
Industry:
Apparel & Fashion
Work history:
Vartanian Surf Clothing - Huntington Beach, CaliforniaFounder/Apparel Designersince Jan 2013Vartanian Surf - Costa Mesa, CAMarketing/Sponsorship Managersince Aug 2011
Languages:
Spanish
Financial Adviser at MassMutual Financial Group
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Darin Matuzic San Francisco, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Technical Recruiter • Recruitment • Representative • Human Resources Specialist • Talent Agent • Java Developer • PHP Developer • Ruby Developer • Database Administration Professional • Database Administrator • Software Developer • Software Developers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Technical Recruiter at Riviera Partners
Location:
San Francisco Bay Area
Industry:
Staffing and Recruiting
Work history:
Riviera Partners - 290 King St, San Francisco, CATechnical Recruitersince Feb 2012John Stokes Financial - 4590 MacArthur Blvd. Ste 500, Newport Beach, CA 92660Financial Adviser RepresentativeJun 2011 - Dec 2011
Skills:
Entrepreneurship, Talent Acquisition, Talent Development, Talent Management, Culture, Professional...
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Financial Advisers near Newport Beach, CA0816243240Santa AnaIrvineCosta MesaSan Juan CapistranoLaguna BeachHuntington BeachFullertonGarden Grove


Financial Advisers around Newport Beach, CA

Costa Mesa  (5)
Fullerton  (1)
Garden Grove  (1)
Irvine  (9)
Laguna Beach  (3)
Santa Ana  (38)

Financial Advisers in California