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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
Alireza Hosseinlar (CRD# 7356120) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has 1 year of experience in the finance industry.
Julie O'rourke (CRD# 6897985) is an Investment Advisor Representative working at Ep Wealth Advisors in Redwood City, CA and has over 5 years of experience in the finance industry. Julie O'rourke 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.
Socorro Olsen (CRD# 7658890) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Redwood City, CA and has 1 year of experience in the finance industry.
Diana Pastrana (CRD# 7281551) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Redwood City, CA and has over 3 years of experience in the finance industry.
Ashley Runnicles (CRD# 7838405) is an Investment Advisor Representative working at Edward Jones in Redwood City, CA and has 1 year of experience in the finance industry.
Meredith Schneider (CRD# 3082569) is an Investment Advisor Representative working at Schneider Wealth Management in Redwood City, CA and has over 25 years of experience in the finance industry. Meredith Schneider 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.
Ying Shi (CRD# 7620803) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Redwood City, CA and has 1 year of experience in the finance industry.
Barbara Steinmetz (CRD# 1996477) is an Investment Advisor Representative working at Steinmetz Financial Planning in Redwood City, CA and has 1 year of experience in the finance industry. Barbara Steinmetz 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.
Domenica Stokes (CRD# 7855535) is an Investment Advisor Representative working at Curran & Lewis Investment Management, Inc. in Redwood City, CA and has 1 year of experience in the finance industry.
San Ward (CRD# 7698534) is an Investment Advisor Representative working at Emerson Equity LLC in Redwood City, CA and has 1 year of experience in the finance industry.