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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
Rosemarie Halajian (CRD# 7086250) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 4 years of experience in the finance industry.
Jeffrey Jennings (CRD# 4684352) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Larkspur, CA and has over 20 years of experience in the finance industry.
Jackson Joyce (CRD# 7274008) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 3 years of experience in the finance industry.
Austin Krewson (CRD# 7232326) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Larkspur, CA and has over 2 years of experience in the finance industry. Austin Krewson 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.
Winfred Lai (CRD# 6296817) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 4 years of experience in the finance industry.
Charles Lechner (CRD# 7475772) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has 1 year of experience in the finance industry.
Cristofer Lopez Vargas (CRD# 7340238) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 3 years of experience in the finance industry.
Yeison Mazariegos Barrios (CRD# 7703789) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has 1 year of experience in the finance industry.
Kevin Mazariegos Tecun (CRD# 7060937) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 4 years of experience in the finance industry.
Matthew Morgan (CRD# 7691640) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has 1 year of experience in the finance industry.