-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Troy Channing (CRD# 6637468) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dublin, CA and has over 7 years of experience in the finance industry.
Alexander Conaghan (CRD# 6338997) is an Investment Advisor Representative working at Conaghan Financial Services in Dublin, CA and has over 9 years of experience in the finance industry.
Michael Daly (CRD# 2651737) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dublin, CA and has over 28 years of experience in the finance industry.
Ian Davis (CRD# 6303571) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dublin, CA and has over 9 years of experience in the finance industry.
Rocio Derodriguez (CRD# 2516878) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Dublin, CA and has over 29 years of experience in the finance industry.
Matthew Faubion (CRD# 6108371) is an Investment Advisor Representative working at Faubion Wealth Management LLC in Dublin, CA and has over 11 years of experience in the finance industry. Matthew Faubion 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.
Natalie Fong (CRD# 3210662) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Dublin, CA and has over 24 years of experience in the finance industry.
Ami Ibarra (CRD# 5090306) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dublin, CA and has over 17 years of experience in the finance industry.
Denise Johnson (CRD# 5395708) is an Investment Advisor Representative working at Five Talents Wealth Management in Dublin, CA and has over 16 years of experience in the finance industry.
Stephane Johnston (CRD# 5785903) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dublin, CA and has over 9 years of experience in the finance industry.