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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
Jeffrey Alejandro (CRD# 4463653) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cupertino, CA and has over 22 years of experience in the finance industry.
Kent Alexander (CRD# 5562573) is an Investment Advisor Representative working at American Investors Co in San Ramon, CA and has over 15 years of experience in the finance industry.
Seji Alexander (CRD# 5192834) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 17 years of experience in the finance industry.
Omar Ali (CRD# 6601760) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in San Francisco, CA and has over 6 years of experience in the finance industry.
Syed Ali (CRD# 6916911) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Clara, CA and has over 5 years of experience in the finance industry.
Steven Aliano (CRD# 4510624) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 21 years of experience in the finance industry.
John Allanson (CRD# 3059) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 37 years of experience in the finance industry.
Michael Allard (CRD# 2211416) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, CA and has over 32 years of experience in the finance industry.
Michael Allard (CRD# 2461271) is an Investment Advisor Representative working at Freestone Capital Management, LLC in San Francisco, CA and has over 29 years of experience in the finance industry.
Eric Allbin (CRD# 4552856) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 21 years of experience in the finance industry. Eric Allbin 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.