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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
Margaret Chan (CRD# 4074203) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Los Gatos, CA and has over 24 years of experience in the finance industry. Margaret Chan 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.
Dan Chang (CRD# 3160890) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Jose, CA and has over 25 years of experience in the finance industry. Dan Chang 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.
Nancy Chang (CRD# 4917714) is an Investment Advisor Representative working at Independent Financial Group, LLC in Campbell, CA and has over 18 years of experience in the finance industry.
Steven Chang (CRD# 4607814) is an Investment Advisor Representative working at Lpl Financial LLC in Los Gatos, CA and has over 21 years of experience in the finance industry.
Ronald Chapman (CRD# 2172414) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in San Jose, CA and has over 32 years of experience in the finance industry.
Phillip Chatoff (CRD# 4638923) is an Investment Advisor Representative working at Primerica Advisors in San Jose, CA and has over 21 years of experience in the finance industry.
Larry Chavez (CRD# 6397001) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Hollister, CA and has over 9 years of experience in the finance industry.
Elaine Chen (CRD# 5200773) is an Investment Advisor Representative working at Prudential Financial Planning Services in San Jose, CA and has over 17 years of experience in the finance industry.
Kevin Chen (CRD# 6423725) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 9 years of experience in the finance industry.
Anthony Cheng (CRD# 6242405) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in San Jose, CA and has over 10 years of experience in the finance industry.