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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
Rory Henderson (CRD# 4970789) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Oakland, CA and has over 9 years of experience in the finance industry.
Riza Hernandez (CRD# 3219740) is an Investment Advisor Representative working at Entrefolio Wealth Management in Oakland, CA and has over 22 years of experience in the finance industry.
Mark Hersman (CRD# 1843075) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oakland, CA and has over 18 years of experience in the finance industry.
Margaret Hiller (CRD# 4785596) is an Investment Advisor Representative working at Morgan Stanley in Oakland, CA and has 1 year of experience in the finance industry. Margaret Hiller 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.
Jason Hofmann (CRD# 4889511) is an Investment Advisor Representative working at Commonwealth Financial Network in Oakland, CA and has over 19 years of experience in the finance industry.
David Hollander (CRD# 2493724) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 29 years of experience in the finance industry.
Nicole Holloway (CRD# 6534839) is an Investment Advisor Representative working at Natural Investments in Oakland, CA and has over 8 years of experience in the finance industry. Nicole Holloway 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.
Jaebeen Hong (CRD# 5089997) is an Investment Advisor Representative working at Lpl Financial LLC in Oakland, CA and has over 17 years of experience in the finance industry.
Jonathan Hudacko (CRD# 6718493) is an Investment Advisor Representative working at Vanguard Personalized Indexing Management in Oakland, CA and has over 7 years of experience in the finance industry.
Tommy Huynh (CRD# 6238296) is an Investment Advisor Representative working at Morgan Stanley in Oakland, CA and has over 8 years of experience in the finance industry. Tommy Huynh 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.