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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
Bradley Jerome (CRD# 7168455) is an Investment Advisor Representative working at Morgan Stanley in Cupertino, CA and has over 4 years of experience in the finance industry.
Balasubramanyam Karanam (CRD# 5910778) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cupertino, CA and has over 12 years of experience in the finance industry.
Kristina Kashuba (CRD# 7480078) is an Investment Advisor Representative working at Morgan Stanley in Cupertino, CA and has 1 year of experience in the finance industry.
Quang Minh Le (CRD# 7207471) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Cupertino, CA and has over 3 years of experience in the finance industry.
Xiaobei Li (CRD# 6582305) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cupertino, CA and has over 6 years of experience in the finance industry.
Ho Yu Liu (CRD# 6690977) is an Investment Advisor Representative working at Morgan Stanley in Cupertino, CA and has over 7 years of experience in the finance industry.
Sandeep Pandya (CRD# 2578444) is an Investment Advisor Representative working at Sp Asset Management LLC in Cupertino, CA and has 1 year of experience in the finance industry.
Michelle Peng (CRD# 4332571) is an Investment Advisor Representative working at Morgan Stanley in Cupertino, CA and has over 23 years of experience in the finance industry. Michelle Peng 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.
Qifei Qi (CRD# 6181132) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cupertino, CA and has over 10 years of experience in the finance industry.
Rahul Sarin (CRD# 7301567) is an Investment Advisor Representative working at Sp Asset Management LLC in Cupertino, CA and has over 2 years of experience in the finance industry.