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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
Morgan Javonillo (CRD# 7480625) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Berkeley, CA and has over 2 years of experience in the finance industry.
Carmetta Joyner (CRD# 7443192) is an Investment Advisor Representative working at North Berkeley Wealth Management, LLC in Berkeley, CA and has over 2 years of experience in the finance industry. Carmetta Joyner 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.
Lazena Kelly-Andrada (CRD# 3061150) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Berkeley, CA and has over 23 years of experience in the finance industry.
Jonathan Kim (CRD# 7258092) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Berkeley, CA and has over 3 years of experience in the finance industry.
Nicholas Klarman (CRD# 7811384) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Berkeley, CA and has 1 year of experience in the finance industry.
Gaurav Kumar (CRD# 7551099) is an Investment Advisor Representative working at Tilden Path Capital LLC in Berkeley, CA and has over 2 years of experience in the finance industry.
Susan Landry (CRD# 7383795) is an Investment Advisor Representative working at Affinity Capital Advisors LLC in Berkeley, CA and has over 2 years of experience in the finance industry. Susan Landry 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.
Nariman Mihrzad (CRD# 5067569) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Berkeley, CA and has over 8 years of experience in the finance industry.
Sean Perez (CRD# 7388438) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Berkeley, CA and has over 2 years of experience in the finance industry.
Tashina Reyes (CRD# 5529340) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Berkeley, CA and has over 4 years of experience in the finance industry.