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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
Sameer Gupta (CRD# 4387636) is an Investment Advisor Representative working at Vuefolio, Inc. in Palo Alto, CA and has over 12 years of experience in the finance industry.
Sameera Gupta (CRD# 6441482) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 9 years of experience in the finance industry.
Steven Hansen (CRD# 2224245) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 31 years of experience in the finance industry.
Rick Haro (CRD# 5492945) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 16 years of experience in the finance industry.
Donald Hejna (CRD# 6291924) is an Investment Advisor Representative working at Stantum, LLC in Palo Alto, CA and has over 12 years of experience in the finance industry.
Vu Ho (CRD# 4937119) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 7 years of experience in the finance industry.
Randa Hoffman (CRD# 6924690) is an Investment Advisor Representative working at Radiant Wealth Planning in Palo Alto, CA and has over 5 years of experience in the finance industry.
Edward Hogan (CRD# 1859508) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 35 years of experience in the finance industry.
King Hor (CRD# 5776656) is an Investment Advisor Representative working at Connective Capital Management, LLC in Palo Alto, CA and has over 7 years of experience in the finance industry.
Stephanie Hsu (CRD# 6573412) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 5 years of experience in the finance industry.