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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
Mallory Barnum (CRD# 5955474) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Francisco, CA and has over 7 years of experience in the finance industry.
Riley Barr (CRD# 5992701) is an Investment Advisor Representative working at Freestone Capital Management, LLC in San Francisco, CA and has over 10 years of experience in the finance industry. Riley Barr 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.
Nancy Barrett (CRD# 2093218) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 33 years of experience in the finance industry.
Edwin Barretto (CRD# 1708772) is an Investment Advisor Representative working at Delta Investment Management, LLC in San Francisco, CA and has over 34 years of experience in the finance industry.
Julio Barrientos (CRD# 5959384) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Francisco, CA and has over 8 years of experience in the finance industry.
Kerstin Barstad (CRD# 5676186) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 12 years of experience in the finance industry.
Kevin Bartel (CRD# 5691133) is an Investment Advisor Representative working at The Strategic Financial Alliance in Larkspur, CA and has over 11 years of experience in the finance industry.
Steven Bartoszewicz (CRD# 6954652) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 5 years of experience in the finance industry.
John Bast (CRD# 2401564) is an Investment Advisor Representative working at Edward Jones in Sonoma, CA and has over 30 years of experience in the finance industry.
Ali Bastani (CRD# 3107724) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 25 years of experience in the finance industry.