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Distance Only Alameda, CA
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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
Man Shing Wong (CRD# 6637140) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alameda, CA and has over 6 years of experience in the finance industry.
Dianne Woon (CRD# 4670508) is an Investment Advisor Representative working at Lincoln Investment in Alameda, CA and has over 20 years of experience in the finance industry. Dianne Woon 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.
Jason Woon (CRD# 4664639) is an Investment Advisor Representative working at Creative Planning in Alameda, CA and has over 20 years of experience in the finance industry.
Timothy Yee (CRD# 2492578) is an Investment Advisor Representative working at Independent Financial Group, LLC in Alameda, CA and has over 29 years of experience in the finance industry.
Stephen De Luchi (CRD# 2708124) is an Investment Advisor Representative working at De Luchi Investment Management in Alameda, CA and has over 28 years of experience in the finance industry.
Stephanie Fisher (CRD# 7810138) is an Investment Advisor Representative working at Shum Financial Group, Inc. in Alameda, CA and has 1 year of experience in the finance industry.
Phuong Hart (CRD# 7406929) is an Investment Advisor Representative working at Edward Jones in Alameda, CA and has over 2 years of experience in the finance industry.
Robert Shaye (CRD# 6719024) is an Investment Advisor Representative working at Fireside Finances in Alameda, CA and has 1 year of experience in the finance industry. Robert Shaye 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.
May Tran (CRD# 6374279) is an Investment Advisor Representative working at Edward Jones in Alameda, CA and has over 9 years of experience in the finance industry.
Maria Valencia (CRD# 7810117) is an Investment Advisor Representative working at Shum Financial Group, Inc. in Alameda, CA and has 1 year of experience in the finance industry.