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Distance Only Dublin, CA
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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
Ronald Lwin (CRD# 2847910) is an Investment Advisor Representative working at Avantax Advisory Services in Dublin, CA and has over 27 years of experience in the finance industry.
Leon Mazza (CRD# 5889289) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dublin, CA and has over 13 years of experience in the finance industry.
Palbir Nijjar (CRD# 6624117) is an Investment Advisor Representative working at Smart Path Wealth Management, LLC in Dublin, CA and has over 8 years of experience in the finance industry.
Gregory Peebles (CRD# 7045957) is an Investment Advisor Representative working at Lpl Financial LLC in Dublin, CA and has over 5 years of experience in the finance industry.
Michelle Piper (CRD# 5722661) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dublin, CA and has over 14 years of experience in the finance industry.
Anthony Pontes (CRD# 1496668) is an Investment Advisor Representative working at Marathon Retirement Planning in Dublin, CA and has over 29 years of experience in the finance industry.
Derek Pritchard (CRD# 2265564) is an Investment Advisor Representative working at Spc in Dublin, CA and has over 31 years of experience in the finance industry.
Yong-sheng Qi (CRD# 6768744) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dublin, CA and has over 6 years of experience in the finance industry.
Tiffany Ramirez (CRD# 6335914) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dublin, CA and has over 9 years of experience in the finance industry.
Rebekah Rogers (CRD# 6979681) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dublin, CA and has over 5 years of experience in the finance industry.