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Dominic C
Series 63, Series 65
San Jose, CA
Cambridge Investment Research Advisors
Dominic Carradero is a financial advisor with Cambridge Investment Research Advisors in San Jose, CA, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been with Cambridge Investment Research since 2010. Outside of advisory work, he operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a nationwide network of independent professionals, utilizing a range of managed account platforms and both discretionary and non-discretionary strategies.
Shuai W
Series 63, Series 65
San Jose, CA
Cambridge Investment Research Advisors
Shuai Wang is a financial advisor with Cambridge Investment Research Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Wang has been with Cambridge Investment Research Advisors since 2012 and has held multiple roles with affiliated firms since 2009. Outside of advisory work, Wang is involved as an owner and independent insurance agent in related insurance businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment implementation options through various custody platforms and proprietary and third-party model strategies, with a network of independent financial professionals tailoring approaches to client objectives.
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