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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
Sharon Almeida (CRD# 1768103) is an Investment Advisor Representative working at Duet Advisory Services LLC in Pleasanton, CA and has over 34 years of experience in the finance industry.
Luis Almendarez (CRD# 4131189) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakland, CA and has over 24 years of experience in the finance industry.
Revital Alon (CRD# 2106361) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Redwood City, CA and has over 21 years of experience in the finance industry.
Michael Alpert (CRD# 4634236) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 19 years of experience in the finance industry.
Hooman Altafi (CRD# 2165578) is an Investment Advisor Representative working at Alta Financial Group in Campbell, CA and has over 16 years of experience in the finance industry.
Megan Linford (CRD# 6366974) 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.
Dean Alves (CRD# 6406692) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Ramon, CA and has over 9 years of experience in the finance industry.
Moira Amado-Mccoy (CRD# 6447430) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has over 9 years of experience in the finance industry.
Arthur Amador (CRD# 5280651) is an Investment Advisor Representative working at Equbot Inc. in San Francisco, CA and has over 16 years of experience in the finance industry. Arthur Amador 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.
Ryan Amador (CRD# 4325907) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakland, CA and has over 23 years of experience in the finance industry.