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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
Eileen Bader (CRD# 4170042) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Milpitas, CA and has over 23 years of experience in the finance industry.
Neeraj Bhatia (CRD# 4901986) is an Investment Advisor Representative working at Ni Advisors in Milpitas, CA and has over 19 years of experience in the finance industry.
Liming Cai (CRD# 5333439) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Milpitas, CA and has over 16 years of experience in the finance industry.
Chaiti Chatterjee (CRD# 5405823) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Milpitas, CA and has over 16 years of experience in the finance industry.
Shiou-yean Chen (CRD# 4926818) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Milpitas, CA and has over 18 years of experience in the finance industry.
We-yu Chou (CRD# 2473767) is an Investment Advisor Representative working at New Assets Investment Advisors LLC in Milpitas, CA and has over 12 years of experience in the finance industry.
Theodore Franse (CRD# 1418012) is an Investment Advisor Representative working at Ni Advisors in Milpitas, CA and has over 26 years of experience in the finance industry.
Suihock Goy (CRD# 2821380) is an Investment Advisor Representative working at Ni Advisors in Milpitas, CA and has over 27 years of experience in the finance industry.
Dinesh Goyal (CRD# 6053939) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Milpitas, CA and has over 11 years of experience in the finance industry. Dinesh Goyal 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.
Salvatore Guardino (CRD# 6064886) is an Investment Advisor Representative working at The Guardino Financial Group in Milpitas, CA and has 1 year of experience in the finance industry. Salvatore Guardino 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.