-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Preeti Sehgal (CRD# 4567609) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cupertino, CA and has over 2 years of experience in the finance industry.
Lee Sui (CRD# 7189770) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cupertino, CA and has over 4 years of experience in the finance industry.
Annie Toy (CRD# 4540945) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cupertino, CA and has over 21 years of experience in the finance industry.
Xinyao Wang (CRD# 7176896) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cupertino, CA and has over 4 years of experience in the finance industry.
Alwin Weibezahn Rodriguez (CRD# 7167367) is an Investment Advisor Representative working at Morgan Stanley in Cupertino, CA and has over 3 years of experience in the finance industry.
Grace Wit (CRD# 4915485) 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.
Shanshan Wu (CRD# 6932416) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Cupertino, CA and has over 5 years of experience in the finance industry.
Vincent Yip (CRD# 6685988) is an Investment Advisor Representative working at Morgan Stanley in Cupertino, CA and has over 7 years of experience in the finance industry.
Yanyin Yu (CRD# 7114510) is an Investment Advisor Representative working at Morgan Stanley in Cupertino, CA and has over 4 years of experience in the finance industry.
Meng Zhang (CRD# 7256385) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cupertino, CA and has over 2 years of experience in the finance industry.