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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
Julius Elmer Magbitang (CRD# 4750690) is an Investment Advisor Representative working at Eagle Strategies LLC in Alamo, CA and has over 19 years of experience in the finance industry. Julius Elmer Magbitang 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.
Stephen McCashin (CRD# 4429557) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Alamo, CA and has over 22 years of experience in the finance industry.
Jason McCoy (CRD# 5908144) is an Investment Advisor Representative working at Lodestar Private Asset Management LLC in Alamo, CA and has over 12 years of experience in the finance industry.
Carl Meier (CRD# 1034987) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Alamo, CA and has over 41 years of experience in the finance industry. Carl Meier 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.
Kenneth Noonan (CRD# 4614898) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Chattanooga, TN and has over 21 years of experience in the finance industry.
Dwight Peterson (CRD# 5729281) is an Investment Advisor Representative working at Advantage Wealth Advisors in Alamo, CA and has over 14 years of experience in the finance industry.
Gregory Ratto (CRD# 2570968) is an Investment Advisor Representative working at Pgim Investments LLC in Alamo, CA and has over 29 years of experience in the finance industry.
Troy Rouleau (CRD# 5145351) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Alamo, CA and has over 16 years of experience in the finance industry.
Eric Rudney (CRD# 1221291) is an Investment Advisor Representative working at Rudney Associates in Alamo, CA and has over 39 years of experience in the finance industry.
Robert Steinhorn (CRD# 2535471) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Alamo, CA and has over 29 years of experience in the finance industry.