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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
Monu Ahluwalia (CRD# 4913226) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pleasanton, CA and has over 19 years of experience in the finance industry.
Nasser Ahmad (CRD# 5526341) is an Investment Advisor Representative working at Securities America Advisors, Inc. in San Jose, CA and has over 15 years of experience in the finance industry. Nasser Ahmad 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.
Joanna Aiken (CRD# 2485909) is an Investment Advisor Representative working at Choreo, LLC in Orinda, CA and has over 28 years of experience in the finance industry.
Ernest Alamillo (CRD# 1451613) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Walnut Creek, CA and has over 37 years of experience in the finance industry.
Thomas Alderson (CRD# 4837809) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Walnut Creek, CA and has over 19 years of experience in the finance industry.
Joseph Aldridge (CRD# 1516306) is an Investment Advisor Representative working at Jla Investment Management in Oakland, CA and has over 36 years of experience in the finance industry.
George Alessandria (CRD# 4690027) is an Investment Advisor Representative working at Lpl Financial LLC in Walnut Creek, CA and has over 20 years of experience in the finance industry.
Earl Alexander (CRD# 814525) is an Investment Advisor Representative working at Lpl Financial LLC in Napa, CA and has over 30 years of experience in the finance industry.
Isabelle Alexander (CRD# 6529033) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Lafayette, CA and has over 8 years of experience in the finance industry. Isabelle Alexander 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.
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.