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Distance Only Foster City, CA
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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
Allan Abrams (CRD# 1788077) is an Investment Advisor Representative working at Lpl Financial LLC in Foster City, CA and has over 24 years of experience in the finance industry.
David Abramson (CRD# 4417606) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 22 years of experience in the finance industry.
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.
Kimberly Aquino (CRD# 2850013) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 27 years of experience in the finance industry. Kimberly Aquino 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.
Yassin Ashour (CRD# 6448858) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 9 years of experience in the finance industry.
Jonathan Barnes (CRD# 6176713) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 8 years of experience in the finance industry.
Ajanta Basak (CRD# 5602891) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Foster City, CA and has over 15 years of experience in the finance industry.
Linda Beck (CRD# 2413029) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 30 years of experience in the finance industry.
Thomas Befumo (CRD# 702109) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Foster City, CA and has over 9 years of experience in the finance industry.
Alexander Brugger (CRD# 5820050) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 5 years of experience in the finance industry.