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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
Aaron Casey (CRD# 5233238) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Jose, CA and has over 17 years of experience in the finance industry.
Michael Casey (CRD# 5119197) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Jose, CA and has over 18 years of experience in the finance industry.
Philip Castaneda (CRD# 855183) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in San Jose, CA and has over 39 years of experience in the finance industry.
Miguel Castillo (CRD# 3041614) is an Investment Advisor Representative working at Wells Fargo Advisors in San Jose, CA and has over 26 years of experience in the finance industry.
Andrew Castro (CRD# 6041481) is an Investment Advisor Representative working at Edward Jones in Menlo Park, CA and has over 9 years of experience in the finance industry.
Michael Caulkins (CRD# 2802195) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 27 years of experience in the finance industry.
Brandyn Cavin (CRD# 4546490) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Soquel, CA and has over 22 years of experience in the finance industry. Brandyn Cavin 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 Cavin (CRD# 733535) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Soquel, CA and has over 37 years of experience in the finance industry.
Rene-francois Cervantes (CRD# 6533725) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Jose, CA and has over 7 years of experience in the finance industry.
Anthony Cha (CRD# 4935168) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in San Jose, CA and has over 18 years of experience in the finance industry.