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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
Aaron Agte (CRD# 5041214) is an Investment Advisor Representative working at Graystone Advisor, LLC in Foster City, CA and has over 18 years of experience in the finance industry. Aaron Agte 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.
Jeffrey Ahrens (CRD# 2630177) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in San Francisco, CA and has over 28 years of experience in the finance industry.
Antonio Aires (CRD# 5008429) is an Investment Advisor Representative working at Ernst & Young Investment Advisers LLP in San Francisco, CA and has over 15 years of experience in the finance industry.
Sean Akiyama (CRD# 2425895) is an Investment Advisor Representative working at Infinity 8 Investments, LLC in Cupertino, CA and has over 30 years of experience in the finance industry.
Michelle Alberda (CRD# 3249445) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Francisco, CA and has over 24 years of experience in the finance industry.
Charles Alberton (CRD# 2670775) is an Investment Advisor Representative working at City National Rochdale in San Francisco, CA and has over 28 years of experience in the finance industry.
Cristina Albright (CRD# 4180080) is an Investment Advisor Representative working at Summit Financial in San Mateo, CA and has over 23 years of experience in the finance industry.
Alfred Alden (CRD# 4260712) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 3 years of experience in the finance industry.
Jeffrey Alejandro (CRD# 4463653) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cupertino, CA and has over 22 years of experience in the finance industry.
Seji Alexander (CRD# 5192834) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 17 years of experience in the finance industry.