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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
Michael Bernier (CRD# 2250502) is an Investment Advisor Representative working at Western International Securities in Campbell, CA and has over 31 years of experience in the finance industry.
Thomas Berry (CRD# 2593132) is an Investment Advisor Representative working at Lpl Financial LLC in Campbell, CA and has over 23 years of experience in the finance industry.
Mark Berryman (CRD# 6024986) is an Investment Advisor Representative working at The Caprock Group, LLC in San Jose, CA and has over 6 years of experience in the finance industry.
Manjeshwar Bhat (CRD# 5677546) is an Investment Advisor Representative working at Kane Investment Management, Inc. in Los Gatos, CA and has over 14 years of experience in the finance industry.
Christina Biagi (CRD# 5787093) is an Investment Advisor Representative working at Edward Jones in San Jose, CA and has over 13 years of experience in the finance industry.
Benjamin Bishop (CRD# 6767815) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 6 years of experience in the finance industry.
James Bizzack (CRD# 1356619) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Cruz, CA and has over 29 years of experience in the finance industry. James Bizzack 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.
Alexander Black (CRD# 6131204) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 10 years of experience in the finance industry. Alexander Black 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.
Scott Bloom (CRD# 1055766) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Aptos, CA and has over 34 years of experience in the finance industry.
Tamara Blue (CRD# 3068917) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Gatos, CA and has over 25 years of experience in the finance industry.