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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
Gerald Gee (CRD# 6399624) is an Investment Advisor Representative working at Morgan Stanley in Pleasanton, CA and has over 9 years of experience in the finance industry.
Steven Gee (CRD# 4148229) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pleasanton, CA and has over 23 years of experience in the finance industry.
Dragos Georgescu (CRD# 5073867) is an Investment Advisor Representative working at Alta Via Capital in Pleasanton, CA and has over 17 years of experience in the finance industry.
Anthony Giuliano (CRD# 3027789) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Pleasanton, CA and has over 25 years of experience in the finance industry.
Audrey Glafkides (CRD# 5615647) is an Investment Advisor Representative working at Mirador Capital Partners in Pleasanton, CA and has over 14 years of experience in the finance industry. Audrey Glafkides 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.
Karen Goodwin (CRD# 2264769) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pleasanton, CA and has over 31 years of experience in the finance industry.
Rishi Gosalia (CRD# 7005764) is an Investment Advisor Representative working at Sf Value Capital, LLC in Pleasanton, CA and has over 5 years of experience in the finance industry.
Justin Green (CRD# 4524790) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pleasanton, CA and has over 20 years of experience in the finance industry.
Raoul Guillarte (CRD# 4252369) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pleasanton, CA and has over 13 years of experience in the finance industry.
Daniel Gunadi (CRD# 4758370) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pleasanton, CA and has over 20 years of experience in the finance industry.