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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
Haleigh Albers (CRD# 6879750) is an Investment Advisor Representative working at Brightplan LLC in San Jose, CA and has 1 year of experience in the finance industry. Haleigh Albers 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.
Charles Alberton (CRD# 2670775) is an Investment Advisor Representative working at City National Rochdale in San Francisco, CA and has over 28 years of experience in the finance industry.
Cristina Albright (CRD# 4180080) is an Investment Advisor Representative working at Summit Financial in San Mateo, CA and has over 23 years of experience in the finance industry.
Allan Alcayde (CRD# 1879878) is an Investment Advisor Representative working at Lpl Financial LLC in Pleasanton, CA and has over 26 years of experience in the finance industry.
Alfred Alden (CRD# 4260712) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 3 years of experience in the finance industry.
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.