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State DirectoryStock & Bond Brokers in Oakland, CA
1. Infinity Financial Services
211 10th St Ste 338, Oakland, CA 94607
From Business: Infinity combines the ease of online services with the value of advisor insight to deliver personalized financial plans and wealth management.
Wheelchair accessible
7. Siebert Brandford Shank & Co
1999 Harrison St Ste 2720, Oakland, CA 94612
From Business: Founded in 1996, Siebert Brandford Shank & Company offers a range of municipal underwriting and financial advisory services. The company serves state and local government…
8. Wealth Enhancement Group
1999 Harrison St Ste 1530, Oakland, CA 94612
From Business: The Oakland CA team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent…
9. Morgan Stanley Wealth Management
1 Kaiser Plz, Oakland, CA 94612
From Business: Morgan Stanley is a global financial services firm that provides a wide range of investment banking, securities, investment management, wealth management and credit services.…
10. Edward Jones - Financial Advisor: Bette Gadient
490 Grand Ave Ste 100, Oakland, CA 94610
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
11. Edward Jones - Financial Advisor: Christopher Lightner
490 Grand Ave Ste 100, Oakland, CA 94610
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
12. Edward Jones - Financial Advisor: Doug Moss
490 Grand Ave Ste 100, Oakland, CA 94610
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
13. Edward Jones
490 Grand Ave Ste 100, Oakland, CA 94610
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
14. Morgan Stanley
1999 Harrison St, Oakland, CA 94612
18. Phocas Financial Corp
980 Atlantic Ave Ste 106, Alameda, CA 94501
From Business: Phocas Financial Corporation was founded in 2005 and is based in Alameda, California. The partners include William Schaff, James Murray, Steve Block, and Kevin Granger.…
21. Edward Jones - Financial Advisor: Yixue Mei
1150 Ballena Blvd Ste 100, Alameda, CA 94501
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
23. Edward Jones - Financial Advisor: Kirk Cowan
2412 Central Ave, Alameda, CA 94501
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
26. Vista Equity Partners
100 Spear St Ste 1115, San Francisco, CA 94105
From Business: Vista Equity Partners is one of the leading private equity firms that focuses on investing in software and technology-enabled services. The firm owns and manages a wide range…
27. Jefferies
101 California St, San Francisco, CA 94111
From Business: Operational for more than 45 years, Jefferies & Company is an independent, full-service securities and investment banking firm that serves businesses and their investors…
28. The Parnassus Fund
1 Market St Ste 2200, San Francisco, CA 94105
29. Mizuho Securities
101 Clay St, San Francisco, CA 94111
Wheelchair accessible