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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
Neelesh Champaneri (CRD# 6770651) is an Investment Advisor Representative working at Wade Financial Advisory, Inc. in Campbell, CA and has 1 year of experience in the finance industry.
Cyrus Chan (CRD# 5335048) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 16 years of experience in the finance industry.
Kwong Chan (CRD# 2978632) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cupertino, CA and has over 26 years of experience in the finance industry.
Margaret Chan (CRD# 4074203) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Los Gatos, CA and has over 24 years of experience in the finance industry. Margaret Chan 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.
Michael Chan (CRD# 5984114) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Palo Alto, CA and has over 12 years of experience in the finance industry.
Dan Chang (CRD# 3160890) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Jose, CA and has over 25 years of experience in the finance industry. Dan Chang 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.
Judy Chang (CRD# 870705) is an Investment Advisor Representative working at Pacrim Advisory Services in Palo Alto, CA and has over 24 years of experience in the finance industry.
Jung Chang (CRD# 2662660) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Palo Alto, CA and has over 28 years of experience in the finance industry.
Kathy Chang (CRD# 4543719) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sunnyvale, CA and has over 10 years of experience in the finance industry.
Nancy Chang (CRD# 4917714) is an Investment Advisor Representative working at Independent Financial Group, LLC in Campbell, CA and has over 18 years of experience in the finance industry.