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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
Jean-marie McIntosh (CRD# 4725190) is an Investment Advisor Representative working at Personal Economic Planning, LLC in Interlaken, CA and has over 16 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.
Charles Adams (CRD# 2750470) is an Investment Advisor Representative working at Wells Fargo Advisors 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.
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.
Alexandria Adiutori (CRD# 6737880) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Gatos, CA and has over 5 years of experience in the finance industry.
Johanna Adleson (CRD# 5263358) is an Investment Advisor Representative working at Libra Wealth LLC in Los Gatos, CA and has over 16 years of experience in the finance industry.
Matthew Agius (CRD# 4736296) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Los Gatos, CA and has over 20 years of experience in the finance industry.
Iftikhar Ahmed (CRD# 6270480) is an Investment Advisor Representative working at Kaizen Financial Strategies, LLC in Campbell, CA and has over 10 years of experience in the finance industry. Iftikhar Ahmed 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.
Saadia Ahmed (CRD# 3008616) is an Investment Advisor Representative working at Kaizen Financial Strategies, LLC in Campbell, CA and has over 26 years of experience in the finance industry. Saadia Ahmed 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.