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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
Rosaline Alam (CRD# 5742202) is an Investment Advisor Representative working at Lincoln Investment in Claremont, CA and has over 13 years of experience in the finance industry.
Rebecca Albert (CRD# 4785517) is an Investment Advisor Representative working at Park Avenue Securities LLC in Claremont, CA and has over 5 years of experience in the finance industry.
Carlos Arias (CRD# 3174333) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Claremont, CA and has over 25 years of experience in the finance industry.
Armando Armenta (CRD# 6388608) is an Investment Advisor Representative working at Edward Jones in Claremont, CA and has over 9 years of experience in the finance industry.
Derek Baldwin (CRD# 6381050) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has 1 year of experience in the finance industry.
Jorden Bastien (CRD# 6064289) is an Investment Advisor Representative working at Lifesteps Financial in Claremont, CA and has over 11 years of experience in the finance industry.
Richard Bell (CRD# 1054684) is an Investment Advisor Representative working at Park Avenue Securities LLC in Windsor, CO and has over 41 years of experience in the finance industry. Richard Bell 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.
Eric Bergquist (CRD# 6520202) is an Investment Advisor Representative working at Lifesteps Financial in Claremont, CA and has over 8 years of experience in the finance industry.
Carlos Bolanos (CRD# 1803758) is an Investment Advisor Representative working at Avantax Advisory Services in Claremont, CA and has over 19 years of experience in the finance industry.
Robert Bukacek (CRD# 5530774) is an Investment Advisor Representative working at Park Avenue Securities LLC in Claremont, CA and has over 15 years of experience in the finance industry.