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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
Nestor Belmonte (CRD# 3159337) is an Investment Advisor Representative working at Mariner Independent in Newark, CA and has over 24 years of experience in the finance industry.
Scott Belshaw (CRD# 5089289) is an Investment Advisor Representative working at Lpl Financial LLC in Fremont, CA and has over 12 years of experience in the finance industry.
Daniel Beltran (CRD# 4886974) is an Investment Advisor Representative working at Lpl Financial LLC in Pleasanton, CA and has over 19 years of experience in the finance industry. Daniel Beltran 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.
David Beltran (CRD# 4766464) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Mateo, CA and has over 19 years of experience in the finance industry.
Travis Benjamin (CRD# 5007788) is an Investment Advisor Representative working at Edward Jones in San Carlos, CA and has over 13 years of experience in the finance industry.
Patrick Bennett (CRD# 2790207) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Santa Cruz, CA and has over 27 years of experience in the finance industry.
Ryan Bennett (CRD# 6176193) is an Investment Advisor Representative working at Edward Jones in Capitola, CA and has over 10 years of experience in the finance industry.
Walter Bennett (CRD# 845907) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in San Jose, CA and has over 38 years of experience in the finance industry.
Matthew Bennitt (CRD# 2603362) is an Investment Advisor Representative working at Lyell Wealth Management LP in Menlo Park, CA and has over 28 years of experience in the finance industry.
Claire Benoit (CRD# 5884484) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Bruno, CA and has over 13 years of experience in the finance industry.