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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
James Diserio (CRD# 831422) is an Investment Advisor Representative working at Equitable Advisors, LLC in Stockton, CA and has over 16 years of experience in the finance industry.
Richard Disho (CRD# 5467521) is an Investment Advisor Representative working at Edward Jones in Livermore, CA and has over 5 years of experience in the finance industry.
Catharine Dombrowski (CRD# 4694992) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Antioch, CA and has over 19 years of experience in the finance industry.
Norman Dotch (CRD# 6150202) is an Investment Advisor Representative working at Dotch Capital in Stockton, CA and has over 10 years of experience in the finance industry.
Maxine Drexler (CRD# 2740256) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Pleasanton, CA and has over 28 years of experience in the finance industry.
Atul Dubal (CRD# 1734157) is an Investment Advisor Representative working at Prudent Prospera Planning, Inc. in Pleasanton, CA and has over 36 years of experience in the finance industry. Atul Dubal 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 Duncan Anderson (CRD# 4937945) is an Investment Advisor Representative working at Commonwealth Financial Network in Pleasanton, CA and has over 19 years of experience in the finance industry. Robert Duncan Anderson 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.
Meng Eeo (CRD# 2716905) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pleasanton, CA and has over 28 years of experience in the finance industry.
Gregory Eissner (CRD# 2258534) is an Investment Advisor Representative working at Commonwealth Financial Network in Brentwood, CA and has over 31 years of experience in the finance industry. Gregory Eissner 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.
Michael Elias (CRD# 1522834) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Brentwood, CA and has over 25 years of experience in the finance industry.