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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
Charles Davis (CRD# 4717241) is an Investment Advisor Representative working at Kane Investment Management, Inc. in Los Gatos, CA and has over 24 years of experience in the finance industry.
Daniel Diaz (CRD# 6885927) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Los Gatos, CA and has over 5 years of experience in the finance industry.
Vincent Dipiero (CRD# 6806636) is an Investment Advisor Representative working at Edward Jones in Los Gatos, CA and has over 6 years of experience in the finance industry.
Elina Dmitriev (CRD# 7013801) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Gatos, CA and has over 5 years of experience in the finance industry.
Jason Drotar (CRD# 2963156) is an Investment Advisor Representative working at Wells Fargo Advisors in Los Gatos, CA and has over 26 years of experience in the finance industry.
Megan Edwards (CRD# 4503628) is an Investment Advisor Representative working at Lpl Financial LLC in Los Gatos, CA and has over 16 years of experience in the finance industry.
Charles Elliott (CRD# 2881486) is an Investment Advisor Representative working at Wells Fargo Advisors in Los Gatos, CA and has over 26 years of experience in the finance industry.
Andrew D. Ferguson (CRD# 4582578) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Gatos, CA and has over 21 years of experience in the finance industry.
Adam Fischer (CRD# 4898652) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Gatos, CA and has over 19 years of experience in the finance industry.
Cynthia Flannigan (CRD# 7029117) is an Investment Advisor Representative working at Mainstreet Financial Planning, Inc. in Los Gatos, CA and has 1 year of experience in the finance industry. Cynthia Flannigan 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.