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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
Roman Quisol (CRD# 2138935) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Burlingame, CA and has over 32 years of experience in the finance industry.
Jonathan Reynolds (CRD# 6806521) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burlingame, CA and has over 6 years of experience in the finance industry.
Jeff Rosenberger (CRD# 4018505) is an Investment Advisor Representative working at Guideline, Inc. in Burlingame, CA and has over 10 years of experience in the finance industry.
Rona Stefani (CRD# 3033662) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Burlingame, CA and has over 23 years of experience in the finance industry.
Yvonne Thomas (CRD# 2487612) is an Investment Advisor Representative working at Pnc Investments in Burlingame, CA and has over 29 years of experience in the finance industry.
Shawn Tydlaska (CRD# 5852455) is an Investment Advisor Representative working at Ballast Point Financial Planning, LLC in Burlingame, CA and has 1 year of experience in the finance industry. Shawn Tydlaska 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.
Quan Vu (CRD# 7076329) is an Investment Advisor Representative working at Edward Jones in Burlingame, CA and has over 4 years of experience in the finance industry.
Sanh Vuong (CRD# 2907481) is an Investment Advisor Representative working at Morgan Stanley in Burlingame, CA and has over 24 years of experience in the finance industry.
Nathan Walsh (CRD# 3076905) is an Investment Advisor Representative working at Occidental Asset Management, LLC in Burlingame, CA and has over 25 years of experience in the finance industry.
Jeff Weber (CRD# 4539235) is an Investment Advisor Representative working at The Wealth Consulting Group in Burlingame, CA and has over 21 years of experience in the finance industry. Jeff Weber 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.