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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
Matthew Pencer (CRD# 6969450) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cupertino, CA and has over 5 years of experience in the finance industry.
Xuemei Qian (CRD# 6155322) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cupertino, CA and has over 11 years of experience in the finance industry.
Dennis Quan (CRD# 2933181) is an Investment Advisor Representative working at Lpl Financial LLC in Cupertino, CA and has over 26 years of experience in the finance industry.
Sujatha Ravikumar (CRD# 5090023) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cupertino, CA and has over 17 years of experience in the finance industry.
Ramprasad Satagopan (CRD# 5273980) is an Investment Advisor Representative working at Everest Management Corp. in Cupertino, CA and has over 17 years of experience in the finance industry.
Cindy Shi (CRD# 4231195) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cupertino, CA and has over 17 years of experience in the finance industry.
Ranga Srinivasan (CRD# 5273981) is an Investment Advisor Representative working at Everest Management Corp. in Cupertino, CA and has over 17 years of experience in the finance industry.
Jason Stefely (CRD# 4406311) 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.
Endry Surjanto (CRD# 4840914) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cupertino, CA and has over 19 years of experience in the finance industry.
Dieu Tran (CRD# 5423650) is an Investment Advisor Representative working at Morgan Stanley in Cupertino, CA and has over 15 years of experience in the finance industry.