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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
Caroline Lopez Robles (CRD# 7481069) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dublin, CA and has over 2 years of experience in the finance industry.
My Moore (CRD# 7553089) is an Investment Advisor Representative working at Edward Jones in Dublin, CA and has 1 year of experience in the finance industry.
Daniel Morcos (CRD# 7716029) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dublin, CA and has 1 year of experience in the finance industry.
Hector Murillo (CRD# 6043604) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dublin, CA and has over 11 years of experience in the finance industry.
Takashi Sato (CRD# 7521489) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dublin, CA and has 1 year of experience in the finance industry.
Justin Talamantes (CRD# 7211911) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dublin, CA and has over 3 years of experience in the finance industry.
Andrew Wong (CRD# 7876062) is an Investment Advisor Representative working at Fincop Financial Planning in Dublin, CA and has 1 year of experience in the finance industry.
Bryan Yun (CRD# 6731244) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dublin, CA and has over 7 years of experience in the finance industry.
Theodore Lew (CRD# 3262592) is an Investment Advisor Representative working at Captrust in San Ramon, CA and has over 15 years of experience in the finance industry. Theodore Lew 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.