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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
Elisa Ordona (CRD# 6264836) is an Investment Advisor Representative working at Everimagine Financial Planning in Fremont, CA and has over 10 years of experience in the finance industry. Elisa Ordona 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.
Annaamalaii Palani (CRD# 7006161) is an Investment Advisor Representative working at Eagle Strategies LLC in Fremont, CA and has over 5 years of experience in the finance industry.
Prabhu Palani (CRD# 4213918) is an Investment Advisor Representative working at Tresses Capital Management, LLC in Fremont, CA and has 1 year of experience in the finance industry.
Paul Parhiala (CRD# 1040007) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Fremont, CA and has over 17 years of experience in the finance industry.
Danny Pham (CRD# 3041999) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fremont, CA and has over 25 years of experience in the finance industry.
Prasant Sahoo (CRD# 6795542) is an Investment Advisor Representative working at Mission Peak Investors, LLC in Fremont, CA and has 1 year of experience in the finance industry.
Hetal Saki (CRD# 5403110) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fremont, CA and has over 14 years of experience in the finance industry. Hetal Saki 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.
Eunice Scholten (CRD# 3267831) is an Investment Advisor Representative working at Edward Jones in Fremont, CA and has over 24 years of experience in the finance industry.
Paul Schreiber (CRD# 2797776) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fremont, CA and has over 27 years of experience in the finance industry. Paul Schreiber 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.
Kelly Schreiner (CRD# 4229210) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Fremont, CA and has over 23 years of experience in the finance industry.