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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
Kerstin Barstad (CRD# 5676186) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 12 years of experience in the finance industry.
Kevin Bartel (CRD# 5691133) is an Investment Advisor Representative working at The Strategic Financial Alliance in Larkspur, CA and has over 11 years of experience in the finance industry.
Grant Bartlett (CRD# 4762387) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Francisco, CA and has over 8 years of experience in the finance industry.
Steven Bartoszewicz (CRD# 6954652) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 5 years of experience in the finance industry.
Alexander Baruch (CRD# 5379835) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 15 years of experience in the finance industry.
Ajanta Basak (CRD# 5602891) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Foster City, CA and has over 15 years of experience in the finance industry.
Ali Bastani (CRD# 3107724) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 25 years of experience in the finance industry.
Mark Bates (CRD# 6412414) is an Investment Advisor Representative working at Adero Partners, LLC in Orinda, CA and has 1 year of experience in the finance industry. Mark Bates 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.
Austin Batista (CRD# 5849397) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Walnut Creek, CA and has over 13 years of experience in the finance industry.
Batkhuu Batjargal (CRD# 6158673) is an Investment Advisor Representative working at Lpl Financial LLC in Lafayette, CA and has over 11 years of experience in the finance industry.