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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
Fiel Barrow (CRD# 5498447) is an Investment Advisor Representative working at Alpha & Omega in La Mesa, CA and has over 8 years of experience in the finance industry.
David Barse (CRD# 5380944) is an Investment Advisor Representative working at Commonwealth Financial Network in San Diego, CA and has over 16 years of experience in the finance industry.
Karen Baszak (CRD# 4215012) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in San Diego, CA and has over 23 years of experience in the finance industry. Karen Baszak 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.
Jason Batt (CRD# 5011651) is an Investment Advisor Representative working at Centaurus Financial, Inc. in San Diego, CA and has over 18 years of experience in the finance industry. Jason Batt 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 Bauerle (CRD# 6837678) is an Investment Advisor Representative working at Edward Jones in Poway, CA and has over 6 years of experience in the finance industry.
Grace Beach (CRD# 6480682) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in San Diego, CA and has over 7 years of experience in the finance industry. Grace Beach 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.
Jessi Beach (CRD# 6503153) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 8 years of experience in the finance industry.
Kevin Beach (CRD# 6622556) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Diego, CA and has over 7 years of experience in the finance industry.
Hayley Beard (CRD# 5578063) is an Investment Advisor Representative working at Edward Jones in Coronado, CA and has over 15 years of experience in the finance industry.
Bruce Beaty (CRD# 2930437) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 14 years of experience in the finance industry.