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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
Jiao Li (CRD# 7720557) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sunnyvale, CA and has 1 year of experience in the finance industry.
Ismael Macias (CRD# 7535412) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sunnyvale, CA and has 1 year of experience in the finance industry.
Randy Manzanares (CRD# 7188150) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sunnyvale, CA and has over 4 years of experience in the finance industry.
An Nguyen (CRD# 7529742) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sunnyvale, CA and has 1 year of experience in the finance industry.
Reno Raffaeli (CRD# 2594209) is an Investment Advisor Representative working at Invest Financial Advisory Services in Sunnyvale, CA and has 1 year of experience in the finance industry.
Daniel Robbins (CRD# 4275681) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sunnyvale, CA and has over 4 years of experience in the finance industry.
David Sawyer (CRD# 4883589) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sunnyvale, CA and has over 19 years of experience in the finance industry.
Susang Sijapati (CRD# 7716404) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sunnyvale, CA and has 1 year of experience in the finance industry.
Dienyung Sun (CRD# 6327166) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sunnyvale, CA and has over 6 years of experience in the finance industry.
Xavier Williams (CRD# 7289491) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sunnyvale, CA and has over 2 years of experience in the finance industry.