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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
Bruce Ackermann (CRD# 5226162) is an Investment Advisor Representative working at Curry Webb Wealth Management LLC in Menlo Park, CA and has 1 year of experience in the finance industry.
Charles Adams (CRD# 2750470) is an Investment Advisor Representative working at Wells Fargo Advisors in San Jose, CA and has over 27 years of experience in the finance industry. Charles Adams 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.
Jeffrey Adams (CRD# 2376436) is an Investment Advisor Representative working at Arbor Capital Management, LLC in San Mateo, CA and has over 30 years of experience in the finance industry.
Robert Adams (CRD# 4725845) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Jose, CA and has over 20 years of experience in the finance industry.
Michael Adiutori (CRD# 2378444) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Jose, CA and has over 30 years of experience in the finance industry. Michael Adiutori 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.
Kanak Agarwal (CRD# 6759867) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mountain View, CA and has over 6 years of experience in the finance industry.
Ajay Agrawal (CRD# 3110140) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newark, CA and has over 17 years of experience in the finance industry.
Namrata Agrawal (CRD# 6658455) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 7 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.
Iftikhar Ahmed (CRD# 6270480) is an Investment Advisor Representative working at Kaizen Financial Strategies, LLC in Campbell, CA and has over 10 years of experience in the finance industry. Iftikhar Ahmed 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.