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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
Kevin Lund (CRD# 6686193) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 7 years of experience in the finance industry.
Kang Luo (CRD# 5214497) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 16 years of experience in the finance industry.
Luisa Martinez (CRD# 5523762) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Palo Alto, CA and has over 9 years of experience in the finance industry.
Roberto Martinez (CRD# 851592) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 44 years of experience in the finance industry.
Brandon Martinez-Larragoiti (CRD# 5786647) 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.
Vladimir Martynov (CRD# 6152244) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Palo Alto, CA and has over 11 years of experience in the finance industry.
Jeremy McChesney (CRD# 5728401) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palo Alto, CA and has over 14 years of experience in the finance industry. Jeremy McChesney 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.
Daniel McGovern (CRD# 3122260) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Palo Alto, CA and has over 24 years of experience in the finance industry. Daniel McGovern 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.
David McLaughlin (CRD# 5305335) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 10 years of experience in the finance industry.
Leo Meneses (CRD# 4216335) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 23 years of experience in the finance industry.