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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
Reza Abcari (CRD# 3156037) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oakland, CA and has over 24 years of experience in the finance industry. Reza Abcari 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.
Alexander Anneker (CRD# 5058343) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oakland, CA and has over 18 years of experience in the finance industry.
Nicholas Bell (CRD# 7792629) is an Investment Advisor Representative working at Dunvegan Associates Inc. in Oakland, CA and has 1 year of experience in the finance industry.
Rebecca Blumenshine (CRD# 7897807) is an Investment Advisor Representative working at Communitas Financial Planning Pbc in Oakland, CA and has 1 year of experience in the finance industry.
Arthur Burton (CRD# 6981972) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oakland, CA and has over 5 years of experience in the finance industry.
Ann Chen (CRD# 6972562) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oakland, CA and has over 5 years of experience in the finance industry.
Maria Del Rio (CRD# 7035081) is an Investment Advisor Representative working at Morgan Stanley in Oakland, CA and has over 2 years of experience in the finance industry.
William Fay (CRD# 6901545) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oakland, CA and has over 6 years of experience in the finance industry.
Annamarie Formicola (CRD# 1282737) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Oakland, CA and has 1 year of experience in the finance industry.
Ryan Freed (CRD# 7029976) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oakland, CA and has over 5 years of experience in the finance industry.