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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
Lwin Mar Myint (CRD# 5164404) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Jose, CA and has over 17 years of experience in the finance industry.
Mohan Navaratna (CRD# 7300325) is an Investment Advisor Representative working at Nine Gems Investment Management in San Jose, CA and has over 3 years of experience in the finance industry.
Phu Nguyen (CRD# 2561579) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Jose, CA and has over 28 years of experience in the finance industry.
Tri Nguyen (CRD# 7226116) 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.
Rana Oroumi (CRD# 6880562) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Jose, CA and has over 6 years of experience in the finance industry.
Danielle Pettiette Erlinger (CRD# 6510481) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Jose, CA and has over 8 years of experience in the finance industry.
Nikhil Ravi (CRD# 7703817) 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.
Vincent Siewit (CRD# 7490331) is an Investment Advisor Representative working at Small Victories Wealth in San Jose, CA and has over 2 years of experience in the finance industry.
Kenneth Symons (CRD# 4953531) is an Investment Advisor Representative working at Krs Tax & Investments Inc. in San Jose, CA and has 1 year of experience in the finance industry. Kenneth Symons 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.
Lindsay Takacs (CRD# 6983017) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Jose, CA and has over 4 years of experience in the finance industry.