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Distance Only Cupertino, 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
Sean Akiyama (CRD# 2425895) is an Investment Advisor Representative working at Infinity 8 Investments, LLC in Cupertino, CA and has over 30 years of experience in the finance industry.
Jeffrey Alejandro (CRD# 4463653) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cupertino, CA and has over 22 years of experience in the finance industry.
Rodney Banh (CRD# 2692323) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cupertino, CA and has over 28 years of experience in the finance industry.
Todd Bergstrom (CRD# 5671194) is an Investment Advisor Representative working at Edward Jones in Cupertino, CA and has over 14 years of experience in the finance industry.
Kapil Bhatnagar (CRD# 2343123) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Cupertino, CA and has over 30 years of experience in the finance industry.
Xuan Cao (CRD# 5457404) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Cupertino, CA and has over 12 years of experience in the finance industry.
Kwong Chan (CRD# 2978632) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cupertino, CA and has over 26 years of experience in the finance industry.
Catherine Chen (CRD# 4415238) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cupertino, CA and has over 22 years of experience in the finance industry.
Susan Tzu-ling Chen (CRD# 3181028) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cupertino, CA and has over 24 years of experience in the finance industry.
Shu-ming Chu (CRD# 2820999) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cupertino, CA and has over 27 years of experience in the finance industry.