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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
Jitesh Shah (CRD# 5789808) is an Investment Advisor Representative working at Avaari Financial in Fremont, CA and has over 13 years of experience in the finance industry.
Neepa Shah (CRD# 5736116) is an Investment Advisor Representative working at Mml Investors Services, LLC in Fremont, CA and has over 14 years of experience in the finance industry.
Robert Sheh (CRD# 1569187) is an Investment Advisor Representative working at Portsmouth Financial Services, Inc. in Fremont, CA and has over 24 years of experience in the finance industry.
Matthew Shibata (CRD# 5191517) is an Investment Advisor Representative working at Morling Financial Advisors, LLC in Fremont, CA and has over 17 years of experience in the finance industry.
Nelson Tan (CRD# 4687261) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fremont, CA and has over 20 years of experience in the finance industry.
Imran Thanvi (CRD# 3052653) is an Investment Advisor Representative working at Total Wealth Solutions in Fremont, CA and has over 24 years of experience in the finance industry.
Thuy-khanh Tran (CRD# 6412441) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fremont, CA and has over 9 years of experience in the finance industry.
Ilia Tsai (CRD# 5870523) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fremont, CA and has over 13 years of experience in the finance industry.
Vicky Tsang (CRD# 3220840) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fremont, CA and has over 24 years of experience in the finance industry.
Yuhsin Tseng (CRD# 5756128) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fremont, CA and has over 14 years of experience in the finance industry.