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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
John Schmiedel (CRD# 1859628) is an Investment Advisor Representative working at Stamos Capital Partners, LP in Menlo Park, CA and has over 24 years of experience in the finance industry.
Daniel Schwartz (CRD# 6088850) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Menlo Park, CA and has over 11 years of experience in the finance industry.
Cayman Seacrest (CRD# 6459543) is an Investment Advisor Representative working at Jasper Ridge Partners, LP in Menlo Park, CA and has 1 year of experience in the finance industry.
Nicholas Sexauer (CRD# 6002539) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Menlo Park, CA and has over 11 years of experience in the finance industry.
Kent Seymour (CRD# 1792039) is an Investment Advisor Representative working at Menlo Advisors LLC in Menlo Park, CA and has over 33 years of experience in the finance industry.
John Sheehan (CRD# 2089326) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Menlo Park, CA and has over 31 years of experience in the finance industry. John Sheehan 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 Smith (CRD# 4962007) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Menlo Park, CA and has over 18 years of experience in the finance industry.
Darcy Smoot (CRD# 5667913) is an Investment Advisor Representative working at Nelson Capital Management, LLC in Menlo Park, CA and has over 14 years of experience in the finance industry.
Nolan Solano (CRD# 4156211) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Menlo Park, CA and has over 23 years of experience in the finance industry.
Anand Srivastava (CRD# 6555780) is an Investment Advisor Representative working at Aptos Capital LLC in Menlo Park, CA and has over 9 years of experience in the finance industry.