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Distance Only Saratoga, 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
Cathleen Petersen (CRD# 721626) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Saratoga, CA and has over 8 years of experience in the finance industry.
Lawrence Pizzella (CRD# 6616698) is an Investment Advisor Representative working at Aria Wealth Management in Saratoga, CA and has over 8 years of experience in the finance industry.
Joseph Pollard (CRD# 5958255) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 10 years of experience in the finance industry.
Shoichi Sato (CRD# 6119891) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 11 years of experience in the finance industry.
Anup Savla (CRD# 5896817) is an Investment Advisor Representative working at Lakewood Asset Management, LLC in Saratoga, CA and has over 12 years of experience in the finance industry.
Anand Sethuraman (CRD# 6918252) is an Investment Advisor Representative working at Investcraft Advisors LLC in Saratoga, CA and has over 6 years of experience in the finance industry.
Mathew Spencer (CRD# 6397158) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 8 years of experience in the finance industry.
Philip Spencer (CRD# 5649275) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 14 years of experience in the finance industry.
John Stephens (CRD# 1388369) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Saratoga, CA and has over 33 years of experience in the finance industry.
James Tanner (CRD# 2393970) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 28 years of experience in the finance industry.