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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
Leon Mazza (CRD# 5889289) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dublin, CA and has over 13 years of experience in the finance industry.
Palbir Nijjar (CRD# 6624117) is an Investment Advisor Representative working at Smart Path Wealth Management, LLC in Dublin, CA and has over 8 years of experience in the finance industry.
Gregory Peebles (CRD# 7045957) is an Investment Advisor Representative working at Lpl Financial LLC in Dublin, CA and has over 5 years of experience in the finance industry.
Michelle Piper (CRD# 5722661) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dublin, CA and has over 14 years of experience in the finance industry.
Anthony Pontes (CRD# 1496668) is an Investment Advisor Representative working at Marathon Retirement Planning in Dublin, CA and has over 29 years of experience in the finance industry.
Derek Pritchard (CRD# 2265564) is an Investment Advisor Representative working at Spc in Dublin, CA and has over 31 years of experience in the finance industry.
Yong-sheng Qi (CRD# 6768744) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dublin, CA and has over 6 years of experience in the finance industry.
Tiffany Ramirez (CRD# 6335914) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dublin, CA and has over 9 years of experience in the finance industry.
Rebekah Rogers (CRD# 6979681) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dublin, CA and has over 5 years of experience in the finance industry.
Megan Rouse (CRD# 4250283) is an Investment Advisor Representative working at Megan Rouse Financial Planning in Dublin, CA and has over 15 years of experience in the finance industry. Megan Rouse 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.