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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
Jyoti Alwani (CRD# 5884783) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Escondido, CA and has over 10 years of experience in the finance industry.
Irma Anacleto (CRD# 4557032) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in La Mesa, CA and has over 19 years of experience in the finance industry.
Donald Anders (CRD# 5635086) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 11 years of experience in the finance industry.
Eric Anderson (CRD# 6399049) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Mesa, CA and has over 9 years of experience in the finance industry.
Myles Anderson (CRD# 6670766) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Diego, CA and has over 5 years of experience in the finance industry.
Jennifer Antoniadis (CRD# 5487254) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 16 years of experience in the finance industry.
Marius Anuzis (CRD# 6873152) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 6 years of experience in the finance industry.
Kevin Appelbaum (CRD# 2732809) is an Investment Advisor Representative working at Osaic Wealth, Inc. in El Cajon, CA and has over 27 years of experience in the finance industry.
Erin Arellano (CRD# 4389222) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 21 years of experience in the finance industry.
George Arocha (CRD# 729456) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 37 years of experience in the finance industry. George Arocha 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.