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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
Matthew Casas (CRD# 6146130) 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.
Russell Case (CRD# 5742521) is an Investment Advisor Representative working at Edward Jones in Los Gatos, CA and has over 14 years of experience in the finance industry.
Aaron Casey (CRD# 5233238) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Jose, CA and has over 17 years of experience in the finance industry.
Michael Casey (CRD# 5119197) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Jose, CA and has over 17 years of experience in the finance industry.
Johnny Castaneda (CRD# 4413273) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Salinas, CA and has over 22 years of experience in the finance industry.
Philip Castaneda (CRD# 855183) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in San Jose, CA and has over 39 years of experience in the finance industry.
Miguel Castillo (CRD# 3041614) is an Investment Advisor Representative working at Wells Fargo Advisors in San Jose, CA and has over 26 years of experience in the finance industry.
Michael Caulkins (CRD# 2802195) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 27 years of experience in the finance industry.
Anthony Cha (CRD# 4935168) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in San Jose, CA and has over 18 years of experience in the finance industry.
Neelesh Champaneri (CRD# 6770651) is an Investment Advisor Representative working at Wade Financial Advisory, Inc. in Campbell, CA and has 1 year of experience in the finance industry.