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Distance Only Santa Clara, 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
James Rukstalis (CRD# 6736220) is an Investment Advisor Representative working at Harper Investing in Santa Clara, CA and has 1 year of experience in the finance industry. James Rukstalis 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.
Jared Sanchez (CRD# 4450266) is an Investment Advisor Representative working at Primerica Advisors in Santa Clara, CA and has over 22 years of experience in the finance industry.
Vallapuzha Sandhya (CRD# 6294000) is an Investment Advisor Representative working at Edelman Financial Engines in Santa Clara, CA and has over 10 years of experience in the finance industry.
Yingfei Shi (CRD# 5396888) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Clara, CA and has over 17 years of experience in the finance industry.
Richard Simpson (CRD# 4034268) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Clara, CA and has over 17 years of experience in the finance industry.
Melissa Toorani (CRD# 7039568) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Clara, CA and has over 5 years of experience in the finance industry.
Dan Wang (CRD# 3089039) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Santa Clara, CA and has over 25 years of experience in the finance industry.
Steven Wong (CRD# 5888899) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Santa Clara, CA and has over 13 years of experience in the finance industry.
Teri Yamamura (CRD# 2427738) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Santa Clara, CA and has over 30 years of experience in the finance industry.
Cheng Yeoh (CRD# 2557754) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Santa Clara, CA and has over 29 years of experience in the finance industry.