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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
Philip Castaneda (CRD# 855183) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in San Jose, CA and has over 39 years of experience in the finance industry.
Miguel Castillo (CRD# 3041614) is an Investment Advisor Representative working at Wells Fargo Advisors in San Jose, CA and has over 26 years of experience in the finance industry.
Michael Caulkins (CRD# 2802195) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 27 years of experience in the finance industry.
Rene-francois Cervantes (CRD# 6533725) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Jose, CA and has over 7 years of experience in the finance industry.
Anthony Cha (CRD# 4935168) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in San Jose, CA and has over 18 years of experience in the finance industry.
Dan Chang (CRD# 3160890) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Jose, CA and has over 25 years of experience in the finance industry. Dan Chang 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.
Ronald Chapman (CRD# 2172414) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in San Jose, CA and has over 32 years of experience in the finance industry.
Phillip Chatoff (CRD# 4638923) is an Investment Advisor Representative working at Primerica Advisors in San Jose, CA and has over 21 years of experience in the finance industry.
Elaine Chen (CRD# 5200773) is an Investment Advisor Representative working at Prudential Financial Planning Services in San Jose, CA and has over 17 years of experience in the finance industry.
Kevin Chen (CRD# 6423725) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 9 years of experience in the finance industry.