-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Ahmed Khatib (CRD# 4251623) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 5 years of experience in the finance industry.
Suzanne Killea (CRD# 2080787) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 22 years of experience in the finance industry.
Claudette Klein (CRD# 2798976) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Palo Alto, CA and has over 27 years of experience in the finance industry. Claudette Klein 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.
Eric Koide (CRD# 6577502) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palo Alto, CA and has over 6 years of experience in the finance industry. Eric Koide 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.
Lucio Lanza (CRD# 5341025) is an Investment Advisor Representative working at Radnorwood Capital, LLC in Palo Alto, CA and has 1 year of experience in the finance industry.
Michael Laport (CRD# 5242908) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 17 years of experience in the finance industry.
Sean Layton (CRD# 5811888) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 13 years of experience in the finance industry.
Elizabeth Lazor (CRD# 6603601) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 4 years of experience in the finance industry. Elizabeth Lazor 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.
Andrew Le (CRD# 2969983) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 24 years of experience in the finance industry.
Rebecca Lee (CRD# 6709183) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 7 years of experience in the finance industry.