-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Frank Gomez (CRD# 6767475) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cupertino, CA and has over 6 years of experience in the finance industry.
Daniel Gong (CRD# 4806730) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cupertino, CA and has over 18 years of experience in the finance industry.
Marcela Gonzalez (CRD# 5571814) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Los Gatos, CA and has over 14 years of experience in the finance industry. Marcela Gonzalez 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.
Eugene Goodreault (CRD# 3121930) is an Investment Advisor Representative working at Morgan Stanley in San Jose, CA and has over 25 years of experience in the finance industry.
Dorian Grady (CRD# 5714715) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in San Jose, CA and has over 14 years of experience in the finance industry.
Aaron Grant (CRD# 6751280) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 5 years of experience in the finance industry.
Jason Gray (CRD# 6137208) is an Investment Advisor Representative working at Morgan Stanley in Cupertino, CA and has over 11 years of experience in the finance industry.
Lauren Gray (CRD# 6819962) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 6 years of experience in the finance industry.
Danielle Green (CRD# 4861832) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 18 years of experience in the finance industry.
Saul Greene (CRD# 4453934) is an Investment Advisor Representative working at Kaizen Financial Strategies, LLC in Campbell, CA and has over 22 years of experience in the finance industry.