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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
Robert Wilkinson (CRD# 1180321) is an Investment Advisor Representative working at Western International Securities in Oakland, CA and has over 28 years of experience in the finance industry.
Jeffrey Wilson (CRD# 4428532) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oakland, CA and has over 22 years of experience in the finance industry. Jeffrey Wilson 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.
Daryl Wong (CRD# 6207934) is an Investment Advisor Representative working at Tula Investment Group LLC in Oakland, CA and has over 10 years of experience in the finance industry.
Joyce Wong (CRD# 5548450) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oakland, CA and has over 15 years of experience in the finance industry.
Leon Worthy (CRD# 2384315) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oakland, CA and has over 30 years of experience in the finance industry.
Jocelyn Wright (CRD# 2485742) is an Investment Advisor Representative working at Pf Wealth Management Group, LLC in Oakland, CA and has over 22 years of experience in the finance industry. Jocelyn Wright 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.
Jane Yoo (CRD# 5562051) is an Investment Advisor Representative working at Jane Financial, LLC in Oakland, CA and has over 11 years of experience in the finance industry. Jane Yoo 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.
Christina York (CRD# 5701783) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oakland, CA and has over 14 years of experience in the finance industry. Christina York 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.
Eric Young (CRD# 4273947) is an Investment Advisor Representative working at Lpl Financial LLC in Oakland, CA and has over 23 years of experience in the finance industry.
Moya Allen (CRD# 6519203) is an Investment Advisor Representative working at Churchill Management Group in Oakland, CA and has over 7 years of experience in the finance industry.