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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
Alisha Bhardwaj (CRD# 5434297) is an Investment Advisor Representative working at Trillium Investments in Emeryville, CA and has over 14 years of experience in the finance industry.
Nikhil Bhardwaj (CRD# 5920623) is an Investment Advisor Representative working at Trillium Investments in Emeryville, CA and has over 13 years of experience in the finance industry.
John Cleary (CRD# 2118432) is an Investment Advisor Representative working at Lpl Financial LLC in Emeryville, CA and has over 32 years of experience in the finance industry.
Ron Freund (CRD# 1267922) is an Investment Advisor Representative working at Western International Securities in Emeryville, CA and has over 33 years of experience in the finance industry.
Scott Lummer (CRD# 4307044) is an Investment Advisor Representative working at Mariner Wealth in Emeryville, CA and has 1 year of experience in the finance industry.
Michael Mondloch (CRD# 2521007) is an Investment Advisor Representative working at Interfunds in Emeryville, CA and has 1 year of experience in the finance industry.
George Pastor (CRD# 2991813) is an Investment Advisor Representative working at Interfunds in Emeryville, CA and has 1 year of experience in the finance industry.
Pamela Schubert (CRD# 5333677) is an Investment Advisor Representative working at Mariner Wealth in Emeryville, CA and has over 16 years of experience in the finance industry. Pamela Schubert 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.
Joseph Sims (CRD# 2810871) is an Investment Advisor Representative working at Mariner Wealth in Emeryville, CA and has over 27 years of experience in the finance industry.
Alexis Howard (CRD# 7371607) is an Investment Advisor Representative working at Mariner Wealth in Emeryville, CA and has over 3 years of experience in the finance industry.