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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
Daniel Nowak (CRD# 6958302) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 5 years of experience in the finance industry.
Ryan Patterson (CRD# 6714981) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 7 years of experience in the finance industry.
Romy Pavolotsky (CRD# 2950567) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 26 years of experience in the finance industry. Romy Pavolotsky 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.
William Pitney (CRD# 4614685) is an Investment Advisor Representative working at Focusyou in Foster City, CA and has over 21 years of experience in the finance industry.
Aaron Price (CRD# 5099484) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 18 years of experience in the finance industry.
Suanne Ramar (CRD# 801199) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 29 years of experience in the finance industry.
Erin Randolph (CRD# 5913000) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 12 years of experience in the finance industry.
Tanner Savitsky (CRD# 6329162) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 6 years of experience in the finance industry.
Dana Scheer (CRD# 2234929) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 26 years of experience in the finance industry. Dana Scheer 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.
Samuel Shephard (CRD# 5979037) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 12 years of experience in the finance industry.