First Citizens Bank Wealth Associates in Mission Viejo, CA

Mary Ghobry
Wealth Consultant, VP & ASST SEC
Mobile Phone(714) 746-9081
28641 Marguerite Parkway
Mission Viejo CA 92692
Areas Served
Orange County
Focus Areas
Estate Planning
Retirement Planning
Asset Allocation
Investment Planning
Business Succession Planning
Education & Certifications
California State University, Long Beach
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 65 - Uniform Investment Adviser Law Exam
Mo Said
Private Banker, SVP & ASST SEC
Mobile Phone(562) 505-9469
28641 Marguerite Pkwy
Mission Viejo CA 92692
Areas Served
Southern California
Focus Areas
Personal Banking Solutions
Customized Lending
Cash Flow Planning
Debt Management
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam
Education
California State University, Fullerton - Criminal Justice
Priti Mora
Wealth Consultant
Mobile Phone(949) 632-7609
28641 Marguerite Parkway
Mission Viejo CA 92692
Areas Served
Orange County
Focus Areas
Estate Planning
Retirement Planning
Asset Allocation
Investment Planning
Business Succession Planning
Education & Certifications
University of California Irvine B.S. Social Sciences
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam Life Insurance License