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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
Bhawan Deep (CRD# 5323763) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Tracy, CA and has over 10 years of experience in the finance industry. Bhawan Deep 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.
Russell Ballew (CRD# 5207540) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tracy, CA and has over 11 years of experience in the finance industry.
Christopher Cruit (CRD# 3152191) is an Investment Advisor Representative working at Cruit Financial, LLC in Tracy, CA and has over 16 years of experience in the finance industry.
Craig Mizuno (CRD# 3275859) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tracy, CA and has over 18 years of experience in the finance industry.
Alfred Ruiz (CRD# 1485166) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Tracy, CA and has over 23 years of experience in the finance industry.
Penny Van Der Meer (CRD# 4662396) is an Investment Advisor Representative working at Lpl Financial LLC in Tracy, CA and has over 14 years of experience in the finance industry.
Gregory Weaver (CRD# 2783908) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Tracy, CA and has over 19 years of experience in the finance industry.
Diamond Reyes (CRD# 5994624) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tracy, CA and has over 5 years of experience in the finance industry.
Christopher White (CRD# 6636875) is an Investment Advisor Representative working at Edward Jones in Tracy, CA and has 1 year of experience in the finance industry.
Nyisha Bell (CRD# 6193927) is an Investment Advisor Representative working at Edward Jones in Tracy, CA and has over 4 years of experience in the finance industry.