-
Distance Only Santa Clara, CA
-
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
Monte Malhotra (CRD# 5809783) is an Investment Advisor Representative working at Money Intelligence in Santa Clara, CA and has over 13 years of experience in the finance industry.
Ian McIntosh (CRD# 4893483) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Clara, CA and has over 19 years of experience in the finance industry.
Michael Napoli (CRD# 3202724) is an Investment Advisor Representative working at Mariner Independent in Santa Clara, CA and has over 24 years of experience in the finance industry.
Ting Ngan (CRD# 5899732) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Clara, CA and has over 13 years of experience in the finance industry.
Kenneth Prodger (CRD# 5193686) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Santa Clara, CA and has over 17 years of experience in the finance industry.
Phuong Quach (CRD# 4454407) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Clara, CA and has over 22 years of experience in the finance industry.
Robert Reynolds (CRD# 4675075) is an Investment Advisor Representative working at Edelman Financial Engines in Santa Clara, CA and has over 20 years of experience in the finance industry.
Mary Rono (CRD# 6657476) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Clara, CA and has over 7 years of experience in the finance industry.
James Rukstalis (CRD# 6736220) is an Investment Advisor Representative working at Harper Investing in Santa Clara, CA and has 1 year of experience in the finance industry. James Rukstalis 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.
Jared Sanchez (CRD# 4450266) is an Investment Advisor Representative working at Primerica Advisors in Santa Clara, CA and has over 22 years of experience in the finance industry.