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Stock Brokers in California

Stock Brokers in Newport Beach, CA

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15 results found

Chad Arnold Newport Beach, CA

Professions & Specialties

Stock Broker • Banker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Stock Broker at Self
Title:
Stock Broker / Investment Banker
Location:
Newport Beach, California
Industry:
Venture Capital & Private Equity
Work history:
Self - Newport Beach, CAStock Brokersince Apr 2002
Full Profile

Brian Sognefest Newport Beach, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive

Experience & Education

Position:
Institutional Stock Broker, Partner at Roth Capital Partners
Location:
Newport Beach, California
Industry:
Investment Banking
Work history:
Roth Capital Partners - Newport Beach, CAInstitutional Stock Broker, Partnersince 2001
Full Profile

Christopher Shea Irvine, CA

Professions & Specialties

Stock Broker • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Executive Vice President • Director • Vice President • Chief Executive • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Director • Marketing Manager • Leader • Investor • Advisor • Clerical Specialist • Managers • Certified Nurse Aide • Orderly • Nurse • Nurse Practitioner • Customer Service • Client Service Officer • Buyer • Senior Customer Service Representative • Buyer and Seller • Sales Representative • Lawyer • Trial Lawyer • Database Administration Professional • Database Administrator • Internet Marketing Manager • Web Marketer

Experience & Education

Position:
EVP of Asset Managment at BP Law Group
Title:
Executive Vice President of Asset Management
Location:
Irvine, California
Industry:
Financial Services
Work history:
BP Law Group - Newport Beach CAEVP of Asset Managmentsince Jun 2012Local.com - IrvineDirector of SalesNov 2011 - May 2012
Skills:
Team Motivator, Revenue Modeling, Driving Revenue, SEM, Salesforce.com, SaaS, Online Advertising,...
Certifications:
Google Adwords Qualified Individual, Google
Google AdSense Pro Certified, Google
Full Profile

Stephanie Powell Santa Ana, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Physician • Hospital Care Professional • Health Professional • Health Practitioner • Office Assistant • Office Clerk • Clerical Specialist • Installer • Operations Officer • Managers • Area Manager • Installation Expert • Service Technician • Maintenance and Repair Worker • Sales Person • Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Region Manager • Division Manager • Marketing Manager • Operations Manager • Department Supervisor • Manager • Associate of Arts • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Provider Relations at Greater Newport Physicians
Location:
Orange County, California Area
Industry:
Hospital & Health Care
Work history:
Greater Newport Physicians - Newport Beach, CAProvider Relationssince Aug 2011Greater Newport Physicians - Newport Beach, CASenior Marketing CorrdinatorNov 2008 - Aug 2011
Full Profile

Dan Engel Santa Ana, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director of Business Development • Partner • Business Development Manager • Operations Manager • Chief Executive • Marketing Consultant • Market Analyst • Market Research Analyst • Doctor of Library Science • Bachelor of Science • Master of Science • Investor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entertainer • Property Manager • Real Estate Manager

Experience & Education

Position:
Director of Business Development at Kijubi, Sales and Marketing Consultant at DLS Enterprises (Sole ...
Title:
Director of Business Development at Kijubi
Location:
Orange County, California Area
Industry:
Leisure, Travel & Tourism
Work history:
Kijubi - Laguna Beach, CaDirector of Business Developmentsince Jul 2013DLS Enterprises - Laguna Niguel Ca.Sales and Marketing Consultantsince Mar 2013
Skills:
Social Media, Entertainment Booking, Adventure Travel, Leisure Travel, Rental Properties, Travel...
Stockbroker
Full Profile

Matthew Pixa Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Advisor • Guide • Non-Profit • Tour Guide • Chairperson • Chief Executive • Apprentice • Speaker • Spokesperson • Area Manager • Managers • Representative • Operations Manager • Region Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
President, Registered Investment Advisor at My Portfolio Guide, LLC
Title:
Registered Investment Advisor, Fee Only, 401k Rollovers, Ethical Portfolio Management, Investment Advice
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
My Portfolio Guide, LLC - Orange CountyPresident, Registered Investment Advisorsince May 2010St. Joseph Catholic School - Long Beach & Orange County, CAFinance & Budget Committee Advisory CouncilSep 2012 - Oct 2012
Stockbroker Intern at AG Edwards
Full Profile

Jannel Buckley Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Client Associate at Merrill Lynch
Title:
Registered Client Associate
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Merrill Lynch - Newport Beach (Fashion Island)Registered Client Associatesince Feb 2009Merrill Lynch - Newport Beach, CAFinancial AdvisorJul 2008 - Feb 2009
Stock Broker Intern at Merrill Lynch
Full Profile

Robert Taylor Santa Ana, CA

Professions & Specialties

Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Broker Associate • Licensed Real Estate Broker • Real Estate Sales Agent • Property Manager • Real Estate Manager • Managing Partner • Partner • Chief Executive • Corporate Executive • Governor • Government Administration Officer • Civil Servant • Mediator

Experience & Education

Position:
Associate Broker at SURTERRE PROPERTIES, Managing Partner at NEWPORT BEACH GROUP LLC
Title:
Broker Associate/SURTERRE PROPERTIES
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
SURTERRE PROPERTIES - Newport Beach, California 92660Associate Brokersince Oct 2011NEWPORT BEACH GROUP LLC Managing Partnersince 2008
Skills:
Real Estate Investment, Real Estate, Residential, Selling, Stock Broker, Short Sales, Residential...
Full Profile

Brian Holden Newport Beach, CA

Professions & Specialties

Banker • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Capital Markets Professional • Mortgage Specialist

Experience & Education

Work

Company:
Amerifirst financial - Aliso Viejo, CA
Mortgage banker / home loan officer
Company:
Hana financial - Orange, CA
Loan officer
Full Profile

Reginald Peterson Newport Beach, CA

Professions & Specialties

Financial Consultant • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Client Service Officer • Advisor • Customer Service • Health Insurance Agent • Insurance Salesperson • Life Insurance Agent • Insurance Professional • Underwriter • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Certified Nurse Aide • Nurse • Nurse Practitioner • Property Manager • Real Estate Manager

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, Luxury homes, First time home buyers, Distressed properties, Horse properties, Probate, Staging, Relocation, Property Management
Work:
Villa Group Real Estate and Mortgage
Newport Beach, CA
(949) 484-0519 (Phone)
License #01935583
Certifications:
Real Estate Agent
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Residential Rental
Awards:
N/A
..previously worked on Wall Street as a Stock Broker and Investment Advisor and after my s..
Full Profile

Scott Davis San Francisco, CA

Professions & Specialties

Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Sales Executive • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Leader • Advisor • Counselor • Managers • Chairperson • Deputy Director • Team Leader • Sales Manager • Chief Executive • Deputy Manager • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Representative • Customer Service • Student Worker • Accounting Bookkeeper • Bookkeeper • IT Specialist

Experience & Education

Position:
Solar Sales Executive at One Block Off the Grid
Location:
San Francisco Bay Area
Industry:
Renewables & Environment
Work history:
One Block Off the Grid - San Francisco Bay AreaSolar Sales Executivesince May 2011GE Capital - San Francisco Bay AreaSr. Associate DirectorApr 2006 - Mar 2009
Skills:
Business Development, Solar Energy, Renewable Energy, System Design, Sales, Analysis, Energy, Lead...
Stock Broker Intern at Merrill Lynch
Full Profile

Allen Ngo Los Angeles, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Non-Profit • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate at Arthur J. Gallagher and Co.
Title:
Associate at Arthur J. Gallagher & Co.
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Arthur J. Gallagher and Co. - Glendale, CAAssociatesince Oct 2010Scottrade - Irvine, CAStockbrokerJun 2009 - Oct 2010
Certifications:
Accredited Investment Fiduciary, fi360
Series 7 & 63, FINRA
Full Profile

David Bach Sacramento, CA

Professions & Specialties

Financial Planner • Stock Broker • Portfolio Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Investment Analyst • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Advisor • Investor • Certified Public Accountant • Credit Analyst • Accounting Bookkeeper • Bookkeeper • Loan Accountant • Lawyer

Experience & Education

Position:
Owner at The Bach Group
Title:
Investment Officer at CalPERS
Location:
Sacramento, California Area
Industry:
Investment Management
Work history:
The Bach Group - Sacramento, California AreaOwnersince Jan 2012CalPERS Investment OfficerDec 1979 - Dec 2010
Skills:
Portfolio Management, Investments, Financial Modeling, Fixed Income, Pension Funds, Valuation,...
Full Profile

Martin Greenbaum New York, NY

Professions & Specialties

Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • District Attorney • Lawyer

Experience & Education

Company:
Greenbaum Law Group LLP
Address:
110 Wall Street, 11Th Floor, New York, NY 10005 - Property Information
Phone:
(212) 732-6837 (Office)
Company:
Greenbaum Law Group LLP
Address:
840 Newport Center Dr Ste 720, Newport Beach, CA 92660 - Property Information
Phone:
(949) 760-1400 (Office)
Specialties:
Debt Collection - 98%(44 years, 5,000+ cases)
Securities / Investment Fraud - 2%(34 years, 150+ cases)
Licenses:
California - Active     1970
Colorado - Active     1993
Experience:
Deputy District Attorney at Los Angeles County District Attorney     1970-1975
School:
Univ of California at Los Angeles     
Degree:
undergraduate
School:
UCLA SOL     
Degree:
law
Languages:
Farsi, Hebrew, Japanese, Portuguese, Spanish
Awards:
AV Rated - Martindale-Hubbell
Associations:
Cardozo Legal Society - Chairman     2006-2009
Orange County Bar Association, Creditors' Rights Section - Co-chair

California Collection Attorney who specializes in recovery of bad debts, and Stock Broker...

Full Profile

Scott Willard San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chairperson • Founder • Chief Executive • Founding Member • Claims Adjuster • Claims Investigator • Insurance Examining Clerk • Claims Examiner • Operations Manager • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • District Attorney • Lawyer

Experience & Education

Position:
President/Founder at Linx Financial, LLC
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
Linx Financial, LLC - Greater San Diego AreaPresident/Foundersince Jan 2009Montana Claims Services - Bozeman, MTIndependant, Multiple Line Claims AdjusterAug 2008 - Oct 2012
Certifications:
Independent Adjuster, State of Montana
Independent Adjuster, State of Idaho
Full Profile

Stock Brokers near Newport Beach, CA01836547290Santa AnaIrvineLaguna BeachHuntington BeachCosta MesaFullertonTustinAnaheimOrangeDana Point


Stock Brokers around Newport Beach, CA

Anaheim  (2)
Costa Mesa  (5)
Dana Point  (2)
El Toro  (1)
Fullerton  (4)
Garden Grove  (1)
Irvine  (20)
Laguna Beach  (11)
Orange  (2)
Santa Ana  (88)
Tustin  (4)
Westminster  (1)

Stock Brokers in California

Sub-specializations

Bondsman  (1)