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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
Stephen Andres (CRD# 5342621) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 16 years of experience in the finance industry.
Jaclyn Andrews (CRD# 6655495) is an Investment Advisor Representative working at Morgan Stanley in San Francisco, CA and has over 7 years of experience in the finance industry.
Andrew Andrikopoulos (CRD# 1995725) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Redwood City, CA and has over 33 years of experience in the finance industry.
Todd Anglin (CRD# 6249785) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Castro Valley, CA and has over 10 years of experience in the finance industry.
Ramy Antar (CRD# 2806854) is an Investment Advisor Representative working at City National Securities, Inc. in San Francisco, CA and has over 19 years of experience in the finance industry.
Ronald Antipa (CRD# 1079109) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in San Francisco, CA and has over 41 years of experience in the finance industry.
John Antonakos (CRD# 4627391) is an Investment Advisor Representative working at Integrated Financial Strategies, Inc. in San Mateo, CA and has over 21 years of experience in the finance industry.
Rosalyn Antonio (CRD# 6458518) is an Investment Advisor Representative working at Edward Jones in Castro Valley, CA and has over 8 years of experience in the finance industry.
Victor Adrian Antonio (CRD# 4129525) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burlingame, CA and has over 18 years of experience in the finance industry.
Manuel Apolonio (CRD# 5770968) is an Investment Advisor Representative working at Hanke & Company Wealth Management, LLC in San Francisco, CA and has over 8 years of experience in the finance industry. Manuel Apolonio 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.