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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
Timothy Yang (CRD# 1356606) is an Investment Advisor Representative working at Sb Advisory, LLC in San Jose, CA and has over 26 years of experience in the finance industry.
Wenjun Yang (CRD# 4586633) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 21 years of experience in the finance industry.
Ken Zhang (CRD# 4458320) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 22 years of experience in the finance industry.
Yasser Ahmad (CRD# 5451336) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Jose, CA and has over 16 years of experience in the finance industry. Yasser Ahmad 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.
Jason Arzate Murillo (CRD# 7590570) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Jose, CA and has 1 year of experience in the finance industry.
Terrence Asuncion (CRD# 7454986) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in San Jose, CA and has 1 year of experience in the finance industry.
Raj Atisivan (CRD# 7627841) is an Investment Advisor Representative working at Meera Advisory, LLC in San Jose, CA and has 1 year of experience in the finance industry.
Amit Chadha (CRD# 7226454) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Jose, CA and has over 3 years of experience in the finance industry.
Yunhe Chao (CRD# 7186730) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Jose, CA and has over 4 years of experience in the finance industry.