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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
Xiuya Li (CRD# 7560860) is an Investment Advisor Representative working at Horizon Investment Services, Inc. in San Jose, CA and has 1 year of experience in the finance industry.
Gabriel McAuley (CRD# 7286167) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Jose, CA and has over 3 years of experience in the finance industry.
Lwin Mar Myint (CRD# 5164404) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Jose, CA and has over 17 years of experience in the finance industry.
Mohan Navaratna (CRD# 7300325) is an Investment Advisor Representative working at Nine Gems Investment Management in San Jose, CA and has over 3 years of experience in the finance industry.
Phu Nguyen (CRD# 2561579) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Jose, CA and has over 28 years of experience in the finance industry.
Tri Nguyen (CRD# 7226116) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Jose, CA and has over 3 years of experience in the finance industry.
Rana Oroumi (CRD# 6880562) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Jose, CA and has over 6 years of experience in the finance industry.
Danielle Pettiette Erlinger (CRD# 6510481) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Jose, CA and has over 8 years of experience in the finance industry.
Nikhil Ravi (CRD# 7703817) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Jose, CA and has 1 year of experience in the finance industry.
Vincent Siewit (CRD# 7490331) is an Investment Advisor Representative working at Small Victories Wealth in San Jose, CA and has over 3 years of experience in the finance industry.