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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
Jeannette Burns (CRD# 6319877) is an Investment Advisor Representative working at Prudential Financial Planning Services in San Jose, CA and has over 9 years of experience in the finance industry.
Michael Burns (CRD# 5809917) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 12 years of experience in the finance industry.
Jennifer Bush (CRD# 4730785) is an Investment Advisor Representative working at Mainstreet Financial Planning, Inc. in Los Gatos, CA and has over 20 years of experience in the finance industry. Jennifer Bush 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.
Sean Buxton (CRD# 4697339) is an Investment Advisor Representative working at Legacy Capital Group California, Inc. in Los Gatos, CA and has over 20 years of experience in the finance industry. Sean Buxton 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.
Christopher Byfield (CRD# 5656013) is an Investment Advisor Representative working at Diversified Financial in Scotts Valley, CA and has over 14 years of experience in the finance industry.
Terrence Byrnes (CRD# 4254032) 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.
Liming Cai (CRD# 5333439) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Milpitas, CA and has over 16 years of experience in the finance industry.
John Callan (CRD# 4627247) 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.
David Calomese (CRD# 2498842) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 29 years of experience in the finance industry.
Marciel Camacho (CRD# 2348815) is an Investment Advisor Representative working at Commonwealth Financial Network in Campbell, CA and has over 23 years of experience in the finance industry.