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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
Marco Carrasco (CRD# 6866377) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brentwood, CA and has over 6 years of experience in the finance industry.
Joseph Caselle (CRD# 2277521) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 31 years of experience in the finance industry.
Kenneth Casper (CRD# 4422482) is an Investment Advisor Representative working at Edward Jones in Benicia, CA and has over 22 years of experience in the finance industry.
Yvonne Ceresa (CRD# 2248520) is an Investment Advisor Representative working at Edward Jones in Martinez, CA and has over 21 years of experience in the finance industry.
Rosario Chacon (CRD# 6411770) is an Investment Advisor Representative working at Wealth-source Financial in Oakland, CA and has over 9 years of experience in the finance industry. Rosario Chacon 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.
Jean Chai (CRD# 2127996) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vacaville, CA and has over 33 years of experience in the finance industry.
Michael Champion (CRD# 5564164) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Napa, CA and has over 15 years of experience in the finance industry.
Rita Chan (CRD# 4017821) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 24 years of experience in the finance industry. Rita Chan 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.
Waicheuk Chan (CRD# 2028479) is an Investment Advisor Representative working at Equitable Advisors, LLC in Martinez, CA and has over 29 years of experience in the finance industry.
Jack Chang (CRD# 4943665) is an Investment Advisor Representative working at Taibay Wealth Management LLC in Oakland, CA and has over 19 years of experience in the finance industry. Jack Chang 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.