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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
Nasser Ahmad (CRD# 5526341) is an Investment Advisor Representative working at Securities America Advisors, Inc. in San Jose, CA and has over 15 years of experience in the finance industry. Nasser Ahmad 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.
Myron Ashby (CRD# 3067772) is an Investment Advisor Representative working at Highway Financial Networks in San Jose, CA and has over 25 years of experience in the finance industry.
John Betterman (CRD# 1684532) is an Investment Advisor Representative working at Betterman Digital Wealth, Inc. in San Jose, CA and has over 36 years of experience in the finance industry.
Richard Blume (CRD# 4965797) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in San Jose, CA and has over 18 years of experience in the finance industry.
Giulio Cannatello (CRD# 5607023) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Jose, CA and has over 14 years of experience in the finance industry.
Howard Cheng (CRD# 4561585) is an Investment Advisor Representative working at M Holdings Securities, Inc. in San Jose, CA and has over 21 years of experience in the finance industry.
Lora Chiem (CRD# 4723844) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in San Jose, CA and has over 20 years of experience in the finance industry.
Kelly Fong (CRD# 2468087) is an Investment Advisor Representative working at M Holdings Securities, Inc. in San Jose, CA and has over 29 years of experience in the finance industry.
Grant Hansen (CRD# 5402264) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Jose, CA and has over 15 years of experience in the finance industry.
James Hanson (CRD# 2507473) is an Investment Advisor Representative working at James P. Hanson Accountancy Corporation in San Jose, CA and has over 19 years of experience in the finance industry.