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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
Randall Bane (CRD# 6452485) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 8 years of experience in the finance industry.
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.
Alfredo Banuelos (CRD# 5572634) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hayward, CA and has over 14 years of experience in the finance industry.
Louis Barberini (CRD# 1241420) is an Investment Advisor Representative working at Tre Api Wealth Management, LLC in San Francisco, CA and has over 40 years of experience in the finance industry.
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.