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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
Geoffrey Aden (CRD# 2169633) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Novato, CA and has over 32 years of experience in the finance industry.
Nasser Ahmad (CRD# 5526341) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Santa Rosa, CA and has over 15 years of experience in the finance industry. Nasser Ahmad 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 Aiello (CRD# 1624046) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 37 years of experience in the finance industry.
Joanna Aiken (CRD# 2485909) is an Investment Advisor Representative working at Choreo, LLC in Orinda, CA and has over 28 years of experience in the finance industry.
Daniel Alcala (CRD# 4690096) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 18 years of experience in the finance industry.
Daren Alcantar (CRD# 5527219) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 10 years of experience in the finance industry.
Earl Alexander (CRD# 814525) is an Investment Advisor Representative working at Lpl Financial LLC in Napa, CA and has over 30 years of experience in the finance industry.
Alphonse Alexandre (CRD# 2442932) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 17 years of experience in the finance industry.
Melissa Alfsen (CRD# 6119346) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 10 years of experience in the finance industry.