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Distance Metro area (25 miles)
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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
Nirmal Rout (CRD# 5285153) is an Investment Advisor Representative working at Edward Jones in Alameda, CA and has over 16 years of experience in the finance industry.
Elyse Sanchez (CRD# 6012503) is an Investment Advisor Representative working at Shum Financial Group, Inc. in Alameda, CA and has over 7 years of experience in the finance industry. Elyse Sanchez 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.
William Schaff (CRD# 1577475) is an Investment Advisor Representative working at Phocas Financial Corporation in Alameda, CA and has over 29 years of experience in the finance industry. William Schaff 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.
Marvin Shiue (CRD# 1978832) is an Investment Advisor Representative working at Asia Global Asset Management, Inc. in Alameda, CA and has over 34 years of experience in the finance industry.
Cliff Shum (CRD# 2973780) is an Investment Advisor Representative working at Shum Financial Group, Inc. in Alameda, CA and has over 25 years of experience in the finance industry. Cliff Shum 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.
Robert Stebbins (CRD# 2828277) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Alameda, CA and has over 27 years of experience in the finance industry.
Matthew Tekeste (CRD# 6915889) is an Investment Advisor Representative working at Edward Jones in Alameda, CA and has over 5 years of experience in the finance industry.
Victoria Watson (CRD# 4818232) is an Investment Advisor Representative working at Edward Jones in Alameda, CA and has over 14 years of experience in the finance industry.
Delbert White (CRD# 4661779) is an Investment Advisor Representative working at Bcn Financial, Inc. in Alameda, CA and has over 6 years of experience in the finance industry.
Laurence White (CRD# 6535510) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Alameda, CA and has over 8 years of experience in the finance industry.