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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
Jeffrey Sferra (CRD# 5650741) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oakland, CA and has over 15 years of experience in the finance industry. Jeffrey Sferra 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.
Morgan Simon (CRD# 6739151) is an Investment Advisor Representative working at Candide Group in Oakland, CA and has over 7 years of experience in the finance industry.
Steven Singleton (CRD# 2269750) is an Investment Advisor Representative working at Raymond James Investment Management in Oakland, CA and has over 30 years of experience in the finance industry.
Ivan Smirnou (CRD# 6649912) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oakland, CA and has over 6 years of experience in the finance industry.
John Spees (CRD# 2479218) is an Investment Advisor Representative working at Granite Capital in Oakland, CA and has over 17 years of experience in the finance industry.
David Earl Spencer (CRD# 5411515) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakland, CA and has over 9 years of experience in the finance industry.
John Stratton (CRD# 2761672) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Oakland, CA and has over 27 years of experience in the finance industry. John Stratton 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.
Thomas Swift (CRD# 2867067) is an Investment Advisor Representative working at Financial Avengers, Inc. in Oakland, CA and has over 27 years of experience in the finance industry.
Elizabeth Taylor (CRD# 6404273) is an Investment Advisor Representative working at Ella Financial Advising in Oakland, CA and has 1 year of experience in the finance industry. Elizabeth Taylor 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.
Michael Troxell (CRD# 5561352) is an Investment Advisor Representative working at Modern Financial Planning in Oakland, CA and has over 6 years of experience in the finance industry.