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Distance Only Oakland, CA
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Walton Brown (CRD# 3134420) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakland, CA and has over 25 years of experience in the finance industry.
Steven Burke (CRD# 6951961) is an Investment Advisor Representative working at Redhawk Wealth Advisors, Inc. in Oakland, CA and has over 6 years of experience in the finance industry.
Rosario Chacon (CRD# 6411770) is an Investment Advisor Representative working at Wealth-source Financial in Oakland, CA and has over 9 years of experience in the finance industry. Rosario Chacon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bak Chan (CRD# 1863484) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oakland, CA and has over 27 years of experience in the finance industry.
Jack Chang (CRD# 4943665) is an Investment Advisor Representative working at Taibay Wealth Management LLC in Oakland, CA and has over 19 years of experience in the finance industry. Jack Chang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cheryl Charney (CRD# 1346998) is an Investment Advisor Representative working at American Investors Co in Oakland, CA and has 1 year of experience in the finance industry.
Siulieng Chea-Jerez (CRD# 6053131) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oakland, CA and has over 11 years of experience in the finance industry.
Minyi Chen (CRD# 5926022) is an Investment Advisor Representative working at Qubed Capital, LLC in Oakland, CA and has 1 year of experience in the finance industry.
Sunil Chowdry (CRD# 5907091) is an Investment Advisor Representative working at Falcon Bridge Capital in Oakland, CA and has 1 year of experience in the finance industry.
Steven Christensen (CRD# 4676388) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 15 years of experience in the finance industry.