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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
Xueling Zhang (CRD# 5348603) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cupertino, CA and has over 16 years of experience in the finance industry. Xueling Zhang 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.
Zhen Zhang (CRD# 6275855) 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.
Cedric Zhou (CRD# 7435244) is an Investment Advisor Representative working at Morgan Stanley in Cupertino, CA and has 1 year of experience in the finance industry.
Karen Zhu (CRD# 7281014) is an Investment Advisor Representative working at Morgan Stanley in Cupertino, CA and has over 2 years of experience in the finance industry.
Fred Abajelo (CRD# 1351279) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 29 years of experience in the finance industry.
Richard Abarca (CRD# 6828753) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Campbell, CA and has over 6 years of experience in the finance industry.
Peter Abbey (CRD# 2183126) is an Investment Advisor Representative working at Lpl Financial LLC in San Mateo, CA and has over 26 years of experience in the finance industry.
Abdallah Abdelkhalek (CRD# 4301372) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sunnyvale, CA and has over 23 years of experience in the finance industry.
Christopher Abel (CRD# 4094448) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Mateo, CA and has over 22 years of experience in the finance industry.
Frank Abigana (CRD# 4586809) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Livermore, CA and has over 12 years of experience in the finance industry.