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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
Stephanie Atalla (CRD# 4555542) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Jose, CA and has over 21 years of experience in the finance industry.
Russell Auyeung (CRD# 4508854) is an Investment Advisor Representative working at Park Avenue Securities LLC in Campbell, CA and has over 21 years of experience in the finance industry.
Jeff Avancena (CRD# 6736150) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 7 years of experience in the finance industry.
Marco Azizi (CRD# 2154719) is an Investment Advisor Representative working at Centaurus Financial, Inc. in San Jose, CA and has over 32 years of experience in the finance industry.
Andy Bacaylan (CRD# 2262905) is an Investment Advisor Representative working at Commonwealth Financial Network in Santa Cruz, CA and has over 31 years of experience in the finance industry. Andy Bacaylan 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.
Richard Baer (CRD# 848798) is an Investment Advisor Representative working at Legacy Capital Group California, Inc. in Los Gatos, CA and has over 29 years of experience in the finance industry. Richard Baer 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 Bair (CRD# 5857983) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 13 years of experience in the finance industry.
Lisa Ball (CRD# 1471911) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in San Jose, CA and has over 21 years of experience in the finance industry.
Randall Bane (CRD# 6452485) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 8 years of experience in the finance industry.
Rodney Banh (CRD# 2692323) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cupertino, CA and has over 28 years of experience in the finance industry.