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Distance Only Palo Alto, 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
Robyn Delfierro (CRD# 4079946) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Palo Alto, CA and has over 24 years of experience in the finance industry.
Bradford Dinsmore (CRD# 4345768) is an Investment Advisor Representative working at Cornerstone Capital, Inc. in Palo Alto, CA and has 1 year of experience in the finance industry.
Kateri Dodd (CRD# 5457487) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 12 years of experience in the finance industry.
Chandra Dulam (CRD# 6679910) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 6 years of experience in the finance industry.
Robert Emens (CRD# 3006559) is an Investment Advisor Representative working at The Colony Group, LLC in Palo Alto, CA and has over 26 years of experience in the finance industry. Robert Emens 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.
Colleen Erickson (CRD# 2355733) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 30 years of experience in the finance industry.
Mason Ford (CRD# 4906418) is an Investment Advisor Representative working at Cornerstone Capital, Inc. in Palo Alto, CA and has 1 year of experience in the finance industry.
Andrew Fotu (CRD# 5989781) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 12 years of experience in the finance industry.
Miranda Freeman (CRD# 5848293) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Palo Alto, CA and has over 12 years of experience in the finance industry.
Jacob Freifeld (CRD# 2160276) is an Investment Advisor Representative working at Chilmark Hill Capital LLC in Palo Alto, CA and has over 24 years of experience in the finance industry.