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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
Matthew Agius (CRD# 4736296) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Los Gatos, CA and has over 20 years of experience in the finance industry.
Namrata Agrawal (CRD# 6658455) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 7 years of experience in the finance industry.
Iftikhar Ahmed (CRD# 6270480) is an Investment Advisor Representative working at Kaizen Financial Strategies, LLC in Campbell, CA and has over 10 years of experience in the finance industry. Iftikhar Ahmed 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.
Saadia Ahmed (CRD# 3008616) is an Investment Advisor Representative working at Kaizen Financial Strategies, LLC in Campbell, CA and has over 26 years of experience in the finance industry. Saadia Ahmed 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 Akiyama (CRD# 2425895) is an Investment Advisor Representative working at Infinity 8 Investments, LLC in Cupertino, CA and has over 30 years of experience in the finance industry.
Tony Alarcon (CRD# 2593019) is an Investment Advisor Representative working at Legacy Wealth Capital, LLC in Los Gatos, CA and has over 28 years of experience in the finance industry.
Pablo Albarran (CRD# 4594313) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Santa Clara, CA and has over 21 years of experience in the finance industry.
Haleigh Albers (CRD# 6879750) is an Investment Advisor Representative working at Brightplan LLC in San Jose, CA and has 1 year of experience in the finance industry. Haleigh Albers 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.
Juan Aldama (CRD# 6900729) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Salinas, CA and has over 6 years of experience in the finance industry.
Jeffrey Alejandro (CRD# 4463653) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cupertino, CA and has over 22 years of experience in the finance industry.