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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
Veronica Aquilina (CRD# 6024935) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 6 years of experience in the finance industry.
Kimberly Aquino (CRD# 2850013) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 27 years of experience in the finance industry. Kimberly Aquino 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.
Peter Arbogast (CRD# 1421295) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 37 years of experience in the finance industry.
Gregory Argyres (CRD# 4836917) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Francisco, CA and has over 19 years of experience in the finance industry.
Livmillie Arias (CRD# 5119936) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 17 years of experience in the finance industry.
Arben Arifi (CRD# 6277661) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Francisco, CA and has over 10 years of experience in the finance industry.
David Arizini (CRD# 2472927) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Menlo Park, CA and has over 29 years of experience in the finance industry.
Barbara Armeli (CRD# 2029572) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 34 years of experience in the finance industry.
Benjamin Armellini (CRD# 6558593) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has over 8 years of experience in the finance industry.
Richard Armellini (CRD# 2024400) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 34 years of experience in the finance industry.