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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
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.
Syed Ali (CRD# 6916911) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Clara, CA and has over 5 years of experience in the finance industry.
Anthony Arch (CRD# 1362479) is an Investment Advisor Representative working at Equitable Advisors, LLC in Santa Clara, CA and has over 30 years of experience in the finance industry.
John Bach (CRD# 5572625) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Clara, CA and has over 15 years of experience in the finance industry.
Arslan Bahler (CRD# 6903770) is an Investment Advisor Representative working at Harper Investing in Santa Clara, CA and has over 6 years of experience in the finance industry. Arslan Bahler 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.
Dylan Bell (CRD# 6730935) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Clara, CA and has over 5 years of experience in the finance industry.
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.
Peter Bradshaw (CRD# 6997508) is an Investment Advisor Representative working at Harper Investing in Santa Clara, CA and has over 5 years of experience in the finance industry.
Marjorie Carbajal (CRD# 4759556) is an Investment Advisor Representative working at Figtree Financial Advisors, LLC in Santa Clara, CA and has over 19 years of experience in the finance industry.
Stephen Cheng (CRD# 2284656) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Santa Clara, CA and has over 31 years of experience in the finance industry.