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Distance Only Milpitas, CA
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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
Jarrod Silvers (CRD# 6139909) is an Investment Advisor Representative working at Ni Advisors in Milpitas, CA and has over 11 years of experience in the finance industry.
Chadwick Suntay (CRD# 4370379) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Milpitas, CA and has over 23 years of experience in the finance industry. Chadwick Suntay 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.
Jinrong Wang (CRD# 5158574) is an Investment Advisor Representative working at Ni Advisors in Milpitas, CA and has over 7 years of experience in the finance industry.
Chun Dok Wong (CRD# 4211694) is an Investment Advisor Representative working at Ni Advisors in Milpitas, CA and has over 16 years of experience in the finance industry.
Frank Yang (CRD# 4481837) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Milpitas, CA and has over 22 years of experience in the finance industry.
Dean Anast (CRD# 1453479) is an Investment Advisor Representative working at Ni Advisors in Milpitas, CA and has over 26 years of experience in the finance industry.
Jinai Chen (CRD# 6965418) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Milpitas, CA and has over 5 years of experience in the finance industry.
Priyanka Kothari (CRD# 5992310) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Milpitas, CA and has over 3 years of experience in the finance industry.
Hongwei Liu (CRD# 7232992) is an Investment Advisor Representative working at Ni Advisors in Milpitas, CA and has over 3 years of experience in the finance industry. Hongwei Liu 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.
Tommy Ngo (CRD# 7407830) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Milpitas, CA and has 1 year of experience in the finance industry.