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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
Donna Brandt (CRD# 4576031) is an Investment Advisor Representative working at Primerica Advisors in San Jose, CA and has over 21 years of experience in the finance industry.
James Bravos (CRD# 840892) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Jose, CA and has over 31 years of experience in the finance industry.
Diana Brenneise (CRD# 5434819) is an Investment Advisor Representative working at Edward Jones in Watsonville, CA and has over 6 years of experience in the finance industry.
Trevor Bright (CRD# 4254023) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cupertino, CA and has over 17 years of experience in the finance industry.
Tyler Brock (CRD# 4587456) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Campbell, CA and has over 21 years of experience in the finance industry. Tyler Brock 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.
Caroline Brodersen (CRD# 1296490) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Jose, CA and has over 38 years of experience in the finance industry.
Ryan Brody (CRD# 6447237) is an Investment Advisor Representative working at Park Avenue Securities LLC in Campbell, CA and has over 8 years of experience in the finance industry. Ryan Brody 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.
Craig Brooks (CRD# 4720712) is an Investment Advisor Representative working at Lpl Financial LLC in Campbell, CA and has over 20 years of experience in the finance industry. Craig Brooks 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.
Edward Broome (CRD# 6255442) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Jose, CA and has over 10 years of experience in the finance industry.
Gerald Brown (CRD# 4841543) is an Investment Advisor Representative working at Primerica Advisors in San Jose, CA and has over 19 years of experience in the finance industry.