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Distance Only Sunnyvale, TX
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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
Michael Danter (CRD# 1091502) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sunnyvale, TX and has over 40 years of experience in the finance industry.
Weston Haaf (CRD# 6105040) is an Investment Advisor Representative working at Vantage Wealth Management LLC in Sunnyvale, TX and has over 11 years of experience in the finance industry. Weston Haaf 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.
Ilya Kisin (CRD# 6955910) is an Investment Advisor Representative working at Kisin Wealth Management LLC in Sunnyvale, TX and has over 6 years of experience in the finance industry.
Michael Taysom (CRD# 3154185) is an Investment Advisor Representative working at Edward Jones in Sunnyvale, TX and has over 25 years of experience in the finance industry.
Benjamin Philips (CRD# 7276205) is an Investment Advisor Representative working at Strata Wealth Advisors, LLC in Sunnyvale, TX and has over 2 years of experience in the finance industry. Benjamin Philips 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.
Mathew Singleton (CRD# 7112726) is an Investment Advisor Representative working at Edward Jones in Sunnyvale, TX and has over 3 years of experience in the finance industry.