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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
Syed Ali (CRD# 6916911) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Clara, CA and has over 5 years of experience in the finance industry.
Chad Allen (CRD# 4644476) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 20 years of experience in the finance industry.
Paula Allen (CRD# 4306502) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 20 years of experience in the finance industry.
Kimberly Allred (CRD# 3106938) is an Investment Advisor Representative working at Familywealth in Palo Alto, CA and has over 23 years of experience in the finance industry.
Nicholas Almasov (CRD# 6492738) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Los Gatos, CA and has over 8 years of experience in the finance industry.
Sharon Almeida (CRD# 1768103) is an Investment Advisor Representative working at Duet Advisory Services LLC in Pleasanton, CA and has over 34 years of experience in the finance industry.
Revital Alon (CRD# 2106361) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Redwood City, CA and has over 21 years of experience in the finance industry.
Hooman Altafi (CRD# 2165578) is an Investment Advisor Representative working at Alta Financial Group in Campbell, CA and has over 16 years of experience in the finance industry.
David Amann (CRD# 4665018) is an Investment Advisor Representative working at Edward Jones in Redwood City, CA and has over 20 years of experience in the finance industry.
Kuldip Ambastha (CRD# 4681593) is an Investment Advisor Representative working at Ambastha Financial LLC in Mountain View, CA and has over 5 years of experience in the finance industry.