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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
Thomas Cole (CRD# 6103999) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 10 years of experience in the finance industry.
Kristian Colvin (CRD# 2899449) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 26 years of experience in the finance industry. Kristian Colvin 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.
Amy Cook (CRD# 5645708) is an Investment Advisor Representative working at Lpl Financial LLC in San Mateo, CA and has over 15 years of experience in the finance industry. Amy Cook 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.
Andrew Cooper (CRD# 6362101) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 9 years of experience in the finance industry.
Weston Cooper (CRD# 7053857) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 5 years of experience in the finance industry.
Steven Cox (CRD# 5223902) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Mateo, CA and has over 17 years of experience in the finance industry.
Joanna Cui (CRD# 2556232) is an Investment Advisor Representative working at Eagle Strategies LLC in San Mateo, CA and has over 28 years of experience in the finance industry. Joanna Cui 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.
Robert Cummins (CRD# 1549923) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Mateo, CA and has over 32 years of experience in the finance industry.
Melissa Da Rosa (CRD# 6441668) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 8 years of experience in the finance industry.
Elisabeth Dellinger (CRD# 6185569) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 10 years of experience in the finance industry.