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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
Huayu Tsu (CRD# 6564146) is an Investment Advisor Representative working at Huayu Tsu Investment Management in Fremont, CA and has over 8 years of experience in the finance industry.
Denny Tsuei (CRD# 2580693) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Fremont, CA and has over 29 years of experience in the finance industry.
Peter Verbica (CRD# 1225961) is an Investment Advisor Representative working at Silicon Private Wealth, LLC in Fremont, CA and has over 26 years of experience in the finance industry. Peter Verbica 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.
Joseph Wang (CRD# 5165855) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fremont, CA and has over 11 years of experience in the finance industry.
Patricia Williams (CRD# 1596390) is an Investment Advisor Representative working at Silicon Private Wealth, LLC in Fremont, CA and has over 37 years of experience in the finance industry. Patricia Williams 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.
Don Willner (CRD# 1580938) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fremont, CA and has over 14 years of experience in the finance industry.
Nathalya Wolf (CRD# 5742883) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fremont, CA and has over 14 years of experience in the finance industry.
Nwelin Wong (CRD# 6618740) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fremont, CA and has over 7 years of experience in the finance industry.
Qiuwen Xia (CRD# 4958716) is an Investment Advisor Representative working at Five Stone Capital, LLC in Fremont, CA and has over 18 years of experience in the finance industry.
Te Hsin Yuan (CRD# 5086675) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fremont, CA and has over 16 years of experience in the finance industry.