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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
Christopher Combs (CRD# 2513134) is an Investment Advisor Representative working at Silicon Valley Capital Partners, LP in San Jose, CA and has over 29 years of experience in the finance industry.
Jason Connolly (CRD# 4708924) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in San Jose, CA and has over 20 years of experience in the finance industry. Jason Connolly 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 Cooper (CRD# 2868468) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Jose, CA and has over 27 years of experience in the finance industry.
Dean Correa (CRD# 2339247) is an Investment Advisor Representative working at Wells Fargo Advisors in San Jose, CA and has over 30 years of experience in the finance industry.
Marianne Courbis (CRD# 2693016) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 23 years of experience in the finance industry.
Suzanne Cox (CRD# 2318241) is an Investment Advisor Representative working at Betterwealth LLC in San Jose, CA and has over 27 years of experience in the finance industry.
Michael Craig (CRD# 1241158) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 40 years of experience in the finance industry.
Bianca Cross (CRD# 5376287) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Jose, CA and has over 12 years of experience in the finance industry.
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.