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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
Maria Boisvert (CRD# 1050219) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in San Jose, CA and has over 34 years of experience in the finance industry.
Anand Bokde (CRD# 6194161) is an Investment Advisor Representative working at Edward Jones in Pacific Grove, CA and has over 10 years of experience in the finance industry.
Jacques Bolivar (CRD# 3194007) is an Investment Advisor Representative working at Lpl Financial LLC in Pacific Grove, CA and has over 25 years of experience in the finance industry. Jacques Bolivar 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 Bologna (CRD# 5735608) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Jose, CA and has over 14 years of experience in the finance industry.
Amanda Bonomi (CRD# 5375275) is an Investment Advisor Representative working at Securities America Advisors, Inc. in San Jose, CA and has over 16 years of experience in the finance industry. Amanda Bonomi 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.
Kostantina Bourdev (CRD# 4700585) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Campbell, CA and has over 20 years of experience in the finance industry.
Rickey Bowen (CRD# 2837377) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Jose, CA and has over 27 years of experience in the finance industry.
Rick Boynton (CRD# 2347252) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Scotts Valley, CA and has over 26 years of experience in the finance industry.
Jason Braley (CRD# 4898564) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Capitola, CA and has over 17 years of experience in the finance industry. Jason Braley 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.
Aaron Brandt (CRD# 5716231) is an Investment Advisor Representative working at Edward Jones in Felton, CA and has over 14 years of experience in the finance industry.