Investment Securities in Santa Clara, CA

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1. J P Morgan

J P Morgan

2200 El Camino Real, Santa Clara, CA 95050

7. Edward Jones - Financial Advisor: Steve Duffy

Edward Jones - Financial Advisor: Steve Duffy

1995 El Camino Real Ste 302, Santa Clara, CA 95050

CLOSED NOW:Closed

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

8. Vikram Kohli - Financial Advisor, Ameriprise Financial Services

Vikram Kohli - Financial Advisor, Ameriprise Financial Services

3130 De La Cruz Blvd Ste 128, Santa Clara, CA 95054

CLOSED NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

9. Edelman Financial Engines

Edelman Financial Engines

3945 Freedom Cir Ste 450, Santa Clara, CA 95054

CLOSED NOW:Closed

From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…

10. Edward Jones - Financial Advisor: Jim Knipple

Edward Jones - Financial Advisor: Jim Knipple

69 Washington St, Santa Clara, CA 95050

CLOSED NOW:

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

13. Adolfsson, Erica B

Adolfsson, Erica B

1905 The Alameda, San Jose, CA 95126

CLOSED NOW:

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

15. Heliotis & Associates

Heliotis & Associates

3550 Stevens Creek Blvd, San Jose, CA 95117

CLOSED NOW:

16. Chen, Jessica Q, CFP

Chen, Jessica Q, CFP

2397 Forest Ave, San Jose, CA 95128

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

18. Global Wealth Partners

Global Wealth Partners

1764 The Alameda, San Jose, CA 95126

CLOSED NOW:9:00 am - 5:00 pm

From Business: Wealth management and investing can be daunting, but the team at Global Wealth Partners will help you through it. Located in San Jose, CA, this investment firm offers…

19. Securities America

Securities America

101 Metro Dr, San Jose, CA 95110

CLOSED NOW:

From Business: Since incorporation in 1969, Nitto Denko America has used its resources to help customers develop products with Nitto Denko s opto-electronics materials. The company uses high…

20. Ruby Lin - RBC Wealth Management Financial Advisor

Ruby Lin - RBC Wealth Management Financial Advisor

99 Almaden Blvd Ste 300, San Jose, CA 95113

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

21. The Castaneda Sargenti Wealth Management Group

The Castaneda Sargenti Wealth Management Group

99 Almaden Blvd, San Jose, CA 95113

CLOSED NOW:

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…

22. Sami Najafi Shaeghi-Wealth Financial Advisor

Sami Najafi Shaeghi-Wealth Financial Advisor

50 W San Fernando St, San Jose, CA 95113

CLOSED NOW:8:00 am - 5:00 pm

From Business: Bank of the West Wealth Management delivers a comprehensive suite of financial solutions and tailored services designed to help you build, manage, and transfer your wealth.

23. Scottrade

Scottrade

19690 Stevens Creek Blvd, Cupertino, CA 95014

CLOSED NOW:

From Business: Scottrade is a leading online investment firm with the online trading tools and market research to help individuals make their own investment decisions.

YP
45 Years
in Business

24. Seismic Stock Trading

Seismic Stock Trading

Serving the Santa Clara Area

From Business: Seismic stock trading generated 48.4% return for the year 2013. Free for the first month.

25. Beacon Pointe Advisors

Beacon Pointe Advisors

900 E Hamilton Ave, Campbell, CA 95008

CLOSED NOW:

From Business: Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals…

26. Stifel

Stifel

550 S Winchester Blvd, San Jose, CA 95128

CLOSED NOW:Closed
Amenities:
Wheelchair accessible

27. Zaghi Trading

Zaghi Trading

4020 Moorpark Ave, San Jose, CA 95117

CLOSED NOW:

We found 302 results for Investment Securities in or near Santa Clara, CA.They also appear in other related business categories including Investment Advisory Service, Investments, and Financial Planning Consultants. 5 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Central San Jose, Downtown San Jose, and East Campbell.