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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
One major event can have a profound effect on one’s life, changing dreams and sending you down a different path. Such an event changed Thomas Blottenberger’s life. Becoming a doctor was once on the horizon. Yet, midstream in his college education, Thomas’ grandfather was in need of heart bypass surgery and a valve replacement. He never returned home – never recovering after spending eight months in a coma. Thomas was witness to the pain, suffering, and financial hardship his family experienced.
Thomas knew immediately that he needed to do something to prevent this tragedy from happening...
Jyoti Alwani (CRD# 5884783) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Escondido, CA and has over 10 years of experience in the finance industry.
Shaun Alzate (CRD# 5350596) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in San Diego, CA and has over 5 years of experience in the finance industry.
Christine Amato (CRD# 1048739) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 6 years of experience in the finance industry.
Stephen Ambrosini (CRD# 1235905) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Cadiff, CA and has over 40 years of experience in the finance industry.
Frank Amelio (CRD# 1488977) is an Investment Advisor Representative working at Focus Investment Advisors, Inc. in Solana Beach, CA and has over 37 years of experience in the finance industry.
Mia Amos (CRD# 5169727) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carlsbad, CA and has over 14 years of experience in the finance industry.
Irma Anacleto (CRD# 4557032) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in La Mesa, CA and has over 19 years of experience in the finance industry.
Donald Anders (CRD# 5635086) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 11 years of experience in the finance industry.
Clark Anderson (CRD# 1354226) is an Investment Advisor Representative working at Principal Securities, Inc. in San Diego, CA and has over 18 years of experience in the finance industry. Clark Anderson 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.
Debra Anderson (CRD# 1472834) is an Investment Advisor Representative working at Advice And Planning Services in San Diego, CA and has over 37 years of experience in the finance industry.