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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
Adam Fischer (CRD# 4898652) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Gatos, CA and has over 19 years of experience in the finance industry.
Cynthia Flannigan (CRD# 7029117) is an Investment Advisor Representative working at Mainstreet Financial Planning, Inc. in Los Gatos, CA and has 1 year of experience in the finance industry. Cynthia Flannigan 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.
Russell Fletcher (CRD# 1787137) is an Investment Advisor Representative working at J.P. Morgan Securities LLC in Carmel-By-The-Sea, CA and has over 27 years of experience in the finance industry.
Elizabeth Flores (CRD# 4617040) is an Investment Advisor Representative working at Legacy Wealth Advisors, LLC in Santa Cruz, CA and has over 21 years of experience in the finance industry.
Michael Flynn (CRD# 4589888) is an Investment Advisor Representative working at Eagle Strategies LLC in Capitola, CA and has over 19 years of experience in the finance industry.
Michael Flynn (CRD# 1826193) is an Investment Advisor Representative working at Eagle Strategies LLC in Capitola, CA and has over 26 years of experience in the finance industry.
Jay Fong (CRD# 3242313) is an Investment Advisor Representative working at Concentrum Wealth Management in San Jose, CA and has over 24 years of experience in the finance industry. Jay Fong 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.
Jeffery Fong (CRD# 2472690) is an Investment Advisor Representative working at Concentrum Wealth Management in San Jose, CA and has over 29 years of experience in the finance industry. Jeffery Fong 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.
Ian Foo (CRD# 5822647) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Jose, CA and has over 13 years of experience in the finance industry.
Robert Fortino (CRD# 4540160) is an Investment Advisor Representative working at Edward Jones in Gilroy, CA and has over 21 years of experience in the finance industry.