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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
Rodney Banh (CRD# 2692323) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cupertino, CA and has over 28 years of experience in the finance industry.
Wendy Banks (CRD# 6163764) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Altos, CA and has over 9 years of experience in the finance industry.
Peter Banne (CRD# 1048610) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Mateo, CA and has over 40 years of experience in the finance industry. Peter Banne 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.
Sharon Bargetto (CRD# 2253141) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scotts Valley, CA and has over 21 years of experience in the finance industry. Sharon Bargetto 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.
Warren Barmore (CRD# 4746521) is an Investment Advisor Representative working at Edward Jones in Half Moon Bay, CA and has over 19 years of experience in the finance industry.
Mark Barnao (CRD# 2844072) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 27 years of experience in the finance industry.
Jonathan Barnes (CRD# 6176713) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 8 years of experience in the finance industry.
Brad Baron (CRD# 2334124) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in San Jose, CA and has over 30 years of experience in the finance industry.
Roberto Barone (CRD# 856988) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Redwood City, CA and has over 25 years of experience in the finance industry.
Jonathan Barr (CRD# 3199657) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 25 years of experience in the finance industry.