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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
Eric Aguirre (CRD# 5206376) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 11 years of experience in the finance industry.
Usman Ahmed (CRD# 5665889) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Diego, CA and has over 14 years of experience in the finance industry.
Samuel Ahn (CRD# 6110986) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Diego, CA and has over 11 years of experience in the finance industry.
Jonathan Aires (CRD# 5707549) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in La Jolla, CA and has over 13 years of experience in the finance industry.
Anthony Alberico (CRD# 4243048) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in San Diego, CA and has over 23 years of experience in the finance industry. Anthony Alberico 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.
Dana Albert (CRD# 6328703) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Carlsbad, CA and has over 9 years of experience in the finance industry.
Richard Albon (CRD# 2432962) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 30 years of experience in the finance industry.
Piet Aldrich (CRD# 4652843) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Diego, CA and has over 20 years of experience in the finance industry.
Joshua Aldus (CRD# 6615466) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in San Diego, CA and has over 6 years of experience in the finance industry.
Sima Alefi (CRD# 2957934) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 26 years of experience in the finance industry.