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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
Lindsay Abrams (CRD# 7662974) is an Investment Advisor Representative working at Morgan Stanley in Orinda, CA and has 1 year of experience in the finance industry.
Amy Alba (CRD# 7327672) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has 1 year of experience in the finance industry.
Brian Colville (CRD# 2944226) is an Investment Advisor Representative working at Arden Advisory LLC in Orinda, CA and has over 24 years of experience in the finance industry.
Lee Geiger (CRD# 1552293) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 37 years of experience in the finance industry.
Katalin Gingold (CRD# 4352639) is an Investment Advisor Representative working at Penserra Global Investors LLC in Orinda, CA and has over 23 years of experience in the finance industry.
Janette Goudy (CRD# 7093610) is an Investment Advisor Representative working at Morgan Stanley in Orinda, CA and has over 3 years of experience in the finance industry.
Prabhjit Hayer (CRD# 5885510) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Orinda, CA and has over 9 years of experience in the finance industry.
Marcella Jennifer (CRD# 7667655) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Orinda, CA and has 1 year of experience in the finance industry.
Christine Johanson (CRD# 6145920) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 11 years of experience in the finance industry.
Mark Kress (CRD# 3110596) is an Investment Advisor Representative working at Arden Advisory LLC in Orinda, CA and has over 5 years of experience in the finance industry.