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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
Joshua Escalante Troesh (CRD# 6910288) is an Investment Advisor Representative working at Purposeful Strategic Partners in Alta Loma, CA and has over 7 years of experience in the finance industry. Joshua Escalante Troesh 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.
Qiong Jackson (CRD# 6444001) is an Investment Advisor Representative working at Edward Jones in Alta Loma, CA and has over 8 years of experience in the finance industry.
Susan Pennington (CRD# 5416399) is an Investment Advisor Representative working at Edward Jones in Alta Loma, CA and has over 16 years of experience in the finance industry.
James Short (CRD# 6266265) is an Investment Advisor Representative working at Commonwealth Financial Network in Alta Loma, CA and has 1 year of experience in the finance industry.
Eric Escobar (CRD# 6397248) is an Investment Advisor Representative working at Edward Jones in Alta Loma, CA and has 1 year of experience in the finance industry.
Sally Eskander (CRD# 7048741) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alta Loma, CA and has over 4 years of experience in the finance industry.
Ashley Keamo (CRD# 7405208) is an Investment Advisor Representative working at Purposeful Strategic Partners in Alta Loma, CA and has 1 year of experience in the finance industry.
Veronica Aaron (CRD# 2513561) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Brea, CA and has over 29 years of experience in the finance industry.
Raul Aballi (CRD# 1622075) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverside, CA and has over 36 years of experience in the finance industry.
Steven Adams (CRD# 1527744) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Rancho Cucamonga, CA and has over 37 years of experience in the finance industry.