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Distance Only Santa Clara, 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
Robert Choy (CRD# 2641028) is an Investment Advisor Representative working at Edelman Financial Engines in Santa Clara, CA and has over 23 years of experience in the finance industry. Robert Choy 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.
Alain Cousin (CRD# 6942776) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Clara, CA and has over 5 years of experience in the finance industry.
Homer Davis (CRD# 1545138) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Santa Clara, CA and has over 37 years of experience in the finance industry. Homer Davis 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.
Edward Dinan (CRD# 5397794) is an Investment Advisor Representative working at Edelman Financial Engines in Santa Clara, CA and has over 16 years of experience in the finance industry.
Jeanne Duce (CRD# 4580520) is an Investment Advisor Representative working at Jd Financial Fitness LLC in Santa Clara, CA and has over 21 years of experience in the finance industry. Jeanne Duce 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.
Steven Duffy (CRD# 2308566) is an Investment Advisor Representative working at Edward Jones in Santa Clara, CA and has over 31 years of experience in the finance industry.
Wendy Ehrlich (CRD# 2722596) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Clara, CA and has over 27 years of experience in the finance industry.
Jerrad Forman (CRD# 2544152) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Clara, CA and has over 29 years of experience in the finance industry.
Christopher Genetti (CRD# 5686067) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Clara, CA and has over 14 years of experience in the finance industry.
Mauludin Ghafari (CRD# 5309920) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Clara, CA and has over 17 years of experience in the finance industry.