-
Distance Metro area (25 miles)
-
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
Toni Sutherland (CRD# 2729672) is an Investment Advisor Representative working at Emerson Equity LLC in Aptos, CA and has over 27 years of experience in the finance industry.
Julie Tauriainen (CRD# 4517502) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Aptos, CA and has over 21 years of experience in the finance industry.
Gregory Yuen (CRD# 4954181) is an Investment Advisor Representative working at Lpl Financial LLC in Aptos, CA and has over 9 years of experience in the finance industry.
Julius Freeman (CRD# 6440420) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Aptos, CA and has over 8 years of experience in the finance industry.
Richard Abarca (CRD# 6828753) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Campbell, CA and has over 6 years of experience in the finance industry.
Victor Acevedo (CRD# 5946406) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Jose, CA and has over 12 years of experience in the finance industry.
Jose-luis Aceves (CRD# 5084885) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 18 years of experience in the finance industry.
Charles Adams (CRD# 2750470) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in San Jose, CA and has over 27 years of experience in the finance industry. Charles Adams 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.
Robert Adams (CRD# 4725845) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Jose, CA and has over 20 years of experience in the finance industry.
Victor Adint (CRD# 5011191) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Los Gatos, CA and has over 18 years of experience in the finance industry.