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Distance Only San Jose, 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
Hedeliza Cunanan (CRD# 2278888) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 31 years of experience in the finance industry.
Carlos Curiel (CRD# 4578008) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 21 years of experience in the finance industry.
Daniel Cutright (CRD# 1051189) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Jose, CA and has over 24 years of experience in the finance industry.
Milind Dalal (CRD# 2368965) is an Investment Advisor Representative working at Clarity Wealth Advisors in San Jose, CA and has over 30 years of experience in the finance industry.
Kayla Daniel (CRD# 6757283) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in San Jose, CA and has over 6 years of experience in the finance industry.
Marivic Dar (CRD# 2284458) is an Investment Advisor Representative working at Prudential Financial Planning Services in San Jose, CA and has over 31 years of experience in the finance industry.
Katherine Davalos (CRD# 6374426) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in San Jose, CA and has over 9 years of experience in the finance industry. Katherine Davalos 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.
Alan David (CRD# 4016103) is an Investment Advisor Representative working at David, Alan R. in San Jose, CA and has over 23 years of experience in the finance industry.
Edward Davis (CRD# 4490103) is an Investment Advisor Representative working at Financial Planning Consultants, LLC in San Jose, CA and has over 14 years of experience in the finance industry.
Volter Davoudi (CRD# 2622021) is an Investment Advisor Representative working at Wells Fargo Advisors in San Jose, CA and has over 28 years of experience in the finance industry.