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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.
Iftikhar Ahmed (CRD# 6270480) is an Investment Advisor Representative working at Kaizen Financial Strategies, LLC in Campbell, CA and has over 10 years of experience in the finance industry. Iftikhar Ahmed 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.
Saadia Ahmed (CRD# 3008616) is an Investment Advisor Representative working at Kaizen Financial Strategies, LLC in Campbell, CA and has over 26 years of experience in the finance industry. Saadia Ahmed 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.
Jeffrey Ahrens (CRD# 2630177) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in San Francisco, CA and has over 28 years of experience in the finance industry.
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.
Antonio Aires (CRD# 5008429) is an Investment Advisor Representative working at Ernst & Young Investment Advisers LLP in San Francisco, CA and has over 15 years of experience in the finance industry.
Sean Akiyama (CRD# 2425895) is an Investment Advisor Representative working at Infinity 8 Investments, LLC in Cupertino, CA and has over 30 years of experience in the finance industry.
Tony Alarcon (CRD# 2593019) is an Investment Advisor Representative working at Legacy Wealth Capital, LLC in Los Gatos, CA and has over 28 years of experience in the finance industry.
Pablo Albarran (CRD# 4594313) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Santa Clara, CA and has over 21 years of experience in the finance industry.
Michelle Alberda (CRD# 3249445) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Francisco, CA and has over 24 years of experience in the finance industry.