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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
Kim Low (CRD# 6798917) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pleasanton, CA and has over 6 years of experience in the finance industry.
Jennifer Loyer (CRD# 4639341) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pleasanton, CA and has over 14 years of experience in the finance industry.
Erica Lubbers (CRD# 4705267) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pleasanton, CA and has over 20 years of experience in the finance industry.
Kevin Maas (CRD# 5283752) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pleasanton, CA and has over 17 years of experience in the finance industry.
Eric Martin (CRD# 1294963) is an Investment Advisor Representative working at Commonwealth Financial Network in Pleasanton, CA and has over 32 years of experience in the finance industry. Eric Martin 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.
Michelle Massey (CRD# 4119028) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pleasanton, CA and has over 21 years of experience in the finance industry.
James Maxwell (CRD# 1510156) is an Investment Advisor Representative working at Maxwell Wealth in Pleasanton, CA and has over 37 years of experience in the finance industry.
Jacqueline McGinnis (CRD# 6113010) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pleasanton, CA and has over 10 years of experience in the finance industry.
Joseph McKissack (CRD# 4382017) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pleasanton, CA and has over 22 years of experience in the finance industry.
Daniel Miller (CRD# 2120531) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pleasanton, CA and has over 33 years of experience in the finance industry.