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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
Brian Addington (CRD# 2882035) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in San Francisco, CA and has over 25 years of experience in the finance industry.
Victor Adint (CRD# 5011191) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Los Gatos, CA and has over 18 years of experience in the finance industry.
Alexandria Adiutori (CRD# 6737880) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Gatos, CA and has over 5 years of experience in the finance industry.
Michael Adiutori (CRD# 2378444) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Jose, CA and has over 30 years of experience in the finance industry. Michael Adiutori 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.
Kanak Agarwal (CRD# 6759867) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mountain View, CA and has over 6 years of experience in the finance industry.
Priya Aggarwal (CRD# 4577401) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 21 years of experience in the finance industry.
Matthew Agius (CRD# 4736296) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Los Gatos, CA and has over 20 years of experience in the finance industry.
Robert Agorastos (CRD# 6254130) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 9 years of experience in the finance industry. Robert Agorastos 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.
Ajay Agrawal (CRD# 3110140) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newark, CA and has over 17 years of experience in the finance industry.
Namrata Agrawal (CRD# 6658455) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 7 years of experience in the finance industry.