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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
Calvin Hong (CRD# 7010277) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Milpitas, CA and has over 5 years of experience in the finance industry.
Edith Lau (CRD# 4691141) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Milpitas, CA and has over 20 years of experience in the finance industry.
Shih-sheng Li (CRD# 6421084) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Milpitas, CA and has over 9 years of experience in the finance industry.
Daniel Loy (CRD# 3029654) is an Investment Advisor Representative working at Independent Financial Group, LLC in Milpitas, CA and has over 25 years of experience in the finance industry.
David McCaman (CRD# 6595052) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Milpitas, CA and has over 8 years of experience in the finance industry.
Bhavin Mehta (CRD# 2233753) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Milpitas, CA and has over 31 years of experience in the finance industry. Bhavin Mehta 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.
Peter Po (CRD# 3106974) is an Investment Advisor Representative working at Ni Advisors in Milpitas, CA and has over 25 years of experience in the finance industry.
Yajing Qiu (CRD# 6085923) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Milpitas, CA and has over 10 years of experience in the finance industry.
Jesse Ramos (CRD# 4857626) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Milpitas, CA and has over 19 years of experience in the finance industry.
Jack Shaw (CRD# 5246027) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Milpitas, CA and has over 17 years of experience in the finance industry.