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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
Diane Baer (CRD# 7174372) is an Investment Advisor Representative working at Morgan Stanley in Cupertino, CA and has over 4 years of experience in the finance industry.
Jane Baer (CRD# 7155500) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Cupertino, CA and has over 4 years of experience in the finance industry.
Armand Brandt (CRD# 7254939) is an Investment Advisor Representative working at Morgan Stanley in Cupertino, CA and has over 2 years of experience in the finance industry.
Alia Davariar (CRD# 7111882) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cupertino, CA and has over 4 years of experience in the finance industry.
Jonathan Gervais (CRD# 6184956) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Cupertino, CA and has over 10 years of experience in the finance industry.
Anil Godbole (CRD# 5612765) is an Investment Advisor Representative working at Kanaka Strategies in Cupertino, CA and has over 17 years of experience in the finance industry.
Xinxin Guan (CRD# 6604741) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Cupertino, CA and has over 8 years of experience in the finance industry.
Hannah Han (CRD# 6794711) 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.
Min-chieh Ho (CRD# 6623218) is an Investment Advisor Representative working at Eagle Strategies LLC in Cupertino, CA and has over 7 years of experience in the finance industry.
Jeremy Hsia (CRD# 7160977) is an Investment Advisor Representative working at Morgan Stanley in Cupertino, CA and has over 4 years of experience in the finance industry.