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Distance Only Palo Alto, CA
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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
John Froman (CRD# 5841416) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palo Alto, CA and has over 13 years of experience in the finance industry.
Adalberto Fuentes (CRD# 6587219) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 8 years of experience in the finance industry.
Leotie Fukawa (CRD# 7037694) 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. Leotie Fukawa 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.
Nathaniel Gandy (CRD# 6931680) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 5 years of experience in the finance industry. Nathaniel Gandy 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.
Jean Gannon (CRD# 2573797) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 26 years of experience in the finance industry.
Juan Garcia (CRD# 5756787) 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.
Deidra Geraghty (CRD# 5727466) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 13 years of experience in the finance industry.
Hilary Giles (CRD# 1855035) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 29 years of experience in the finance industry.
Samuel Goerss (CRD# 6140524) 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.
Cory Goligoski (CRD# 2270289) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 31 years of experience in the finance industry.