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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
Filiep Sackx (CRD# 2971428) is a Registered Investment Advisor and a Fiduciary with offices in San Jose and Scotts Valley. Filiep has over 20 years of experience in the financial industry.
Ivor Thomas (CRD# 6556753) is an Investment Advisor Representative working at Edward Jones in Scotts Valley, CA.
Yuju Wang (CRD# 5375250) is an Investment Advisor Representative working at Inferred Investment Group in Scotts Valley, CA and has over 16 years of experience in the finance industry.
Laureen Yungmeyer (CRD# 4526957) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Scotts Valley, CA and has over 21 years of experience in the finance industry.
Casey Flom (CRD# 7822349) is an Investment Advisor Representative working at Edward Jones in Scotts Valley, CA and has 1 year of experience in the finance industry.
Fred Abajelo (CRD# 1351279) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 29 years of experience in the finance industry.
Richard Abarca (CRD# 6828753) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Campbell, CA and has over 6 years of experience in the finance industry.
Abdallah Abdelkhalek (CRD# 4301372) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sunnyvale, CA and has over 22 years of experience in the finance industry.
Victor Acevedo (CRD# 5946406) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Jose, CA and has over 12 years of experience in the finance industry.
Jose-luis Aceves (CRD# 5084885) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 18 years of experience in the finance industry.