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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
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.
Ying Sun (CRD# 4693744) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Santa Clara, CA and has over 18 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 4 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.
Adam Anakota (CRD# 7175198) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Clara, CA and has over 3 years of experience in the finance industry.