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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
Thomas J. Bisceglia (CRD# 5662083) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Jose, CA and has over 14 years of experience in the finance industry.
James Bizzack (CRD# 1356619) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Cruz, CA and has over 29 years of experience in the finance industry. James Bizzack 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.
Brian Blach (CRD# 2660233) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in San Jose, CA and has over 28 years of experience in the finance industry.
Anthony Blagrove (CRD# 4949351) is an Investment Advisor Representative working at Traveka Wealth, LLC in San Jose, CA and has over 16 years of experience in the finance industry. Anthony Blagrove 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.
Dick Blakeley (CRD# 854748) is an Investment Advisor Representative working at The Blakeley Group Inc. in Santa Clara, CA and has over 44 years of experience in the finance industry.
Christen Blodgett (CRD# 5598386) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Jose, CA and has over 15 years of experience in the finance industry.
Scott Bloom (CRD# 1055766) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Aptos, CA and has over 34 years of experience in the finance industry.
Lance Blount (CRD# 4625718) is an Investment Advisor Representative working at Edelman Financial Engines in Costa Mesa, CA and has over 21 years of experience in the finance industry. Lance Blount 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.
Tamara Blue (CRD# 3068917) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Gatos, CA and has over 25 years of experience in the finance industry.
Donald Bogue (CRD# 6629709) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Campbell, CA and has over 6 years of experience in the finance industry.