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Distance Only Oakland, 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
Sean Cook (CRD# 4150312) 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.
Heidi Crawford (CRD# 5976276) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 12 years of experience in the finance industry.
John Creech (CRD# 2701745) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Oakland, CA and has over 26 years of experience in the finance industry.
Cassandra Cummings (CRD# 5106659) is an Investment Advisor Representative working at Rc Wealth Management in Oakland, CA and has over 17 years of experience in the finance industry.
Catherine Curtis (CRD# 1644947) is an Investment Advisor Representative working at Curtis Financial Planning in Oakland, CA and has 1 year of experience in the finance industry. Catherine Curtis 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.
Elizabeth Dalrymple (CRD# 1446953) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakland, CA and has over 38 years of experience in the finance industry.
Shams Deitrick (CRD# 4090122) is an Investment Advisor Representative working at Morgan Stanley in Oakland, CA and has over 24 years of experience in the finance industry. Shams Deitrick 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.
Matthew Del Junco (CRD# 6335590) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 9 years of experience in the finance industry.
Nicholas Del Junco (CRD# 6901061) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 5 years of experience in the finance industry.
Mark Devito (CRD# 5137097) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Oakland, CA and has over 17 years of experience in the finance industry.