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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
Kostantina Bourdev (CRD# 4700585) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Campbell, CA and has over 20 years of experience in the finance industry.
Rickey Bowen (CRD# 2837377) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Jose, CA and has over 27 years of experience in the finance industry.
Rick Boynton (CRD# 2347252) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Scotts Valley, CA and has over 26 years of experience in the finance industry.
Peter Bradshaw (CRD# 6997508) is an Investment Advisor Representative working at Harper Investing in Santa Clara, CA and has over 5 years of experience in the finance industry.
Jason Braley (CRD# 4898564) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Capitola, CA and has over 17 years of experience in the finance industry. Jason Braley 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.
Aaron Brandt (CRD# 5716231) is an Investment Advisor Representative working at Edward Jones in Felton, CA and has over 14 years of experience in the finance industry.
Donna Brandt (CRD# 4576031) is an Investment Advisor Representative working at Primerica Advisors in San Jose, CA and has over 21 years of experience in the finance industry.
Himawan Brasali (CRD# 6701562) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Alviso, CA and has over 7 years of experience in the finance industry.
Diana Brenneise (CRD# 5434819) is an Investment Advisor Representative working at Edward Jones in Watsonville, CA and has over 6 years of experience in the finance industry.
Trevor Bright (CRD# 4254023) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Campbell, CA and has over 17 years of experience in the finance industry.