First Citizens Bank

3 Wealth Associates in Mission Viejo

Mary Ghobry Locations

  • Mary Ghobry
    Wealth Consultant, VP & ASST SEC
    Mobile Phone
    phone
    (714) 746-9081
    (714) 746-9081
    28641 Marguerite Parkway
    Mission Viejo, CA 92692
    US
    Areas Served
    Orange County
    Focus Areas
    Asset Allocation
    Business Succession Planning
    Estate 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
  • Priti Mora
    Wealth Consultant
    Mobile Phone
    phone
    (949) 632-7609
    (949) 632-7609
    28641 Marguerite Parkway
    Mission Viejo, CA 92692
    US
    Areas Served
    Orange County
    Focus Areas
    Asset Allocation
    Business Succession Planning
    Estate 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
  • Mo Said
    Private Banker, SVP & ASST SEC
    Mobile Phone
    phone
    (562) 505-9469
    (562) 505-9469
    28641 Marguerite Pkwy
    Mission Viejo, CA 92692
    US
    Areas Served
    Southern California
    Focus Areas
    Cash Flow Planning
    Customized Lending
    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
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