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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
Julie Nguyen (CRD# 4447350) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fremont, CA and has over 22 years of experience in the finance industry.
Adam Nieto (CRD# 1993777) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Fremont, CA and has over 32 years of experience in the finance industry.
Jerry Nightingale (CRD# 2471586) is an Investment Advisor Representative working at Nightingale Financial Advisory in Fremont, CA and has over 29 years of experience in the finance industry.
Anna Norman (CRD# 5824747) is an Investment Advisor Representative working at Morling Financial Advisors, LLC in Fremont, CA and has over 6 years of experience in the finance industry.
Samuel Oceguera (CRD# 5258913) is an Investment Advisor Representative working at Park Avenue Securities LLC in Campbell, CA and has over 16 years of experience in the finance industry.
Elisa Ordona (CRD# 6264836) is an Investment Advisor Representative working at Everimagine Financial Planning in Fremont, CA and has over 10 years of experience in the finance industry. Elisa Ordona 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.
Annaamalaii Palani (CRD# 7006161) is an Investment Advisor Representative working at Eagle Strategies LLC in Fremont, CA and has over 5 years of experience in the finance industry.
Prabhu Palani (CRD# 4213918) is an Investment Advisor Representative working at Tresses Capital Management, LLC in Napa, CA and has 1 year of experience in the finance industry.
Paul Parhiala (CRD# 1040007) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Fremont, CA and has over 17 years of experience in the finance industry.
Danny Pham (CRD# 3041999) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fremont, CA and has over 25 years of experience in the finance industry.