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Distance Only Arcadia, 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
Roberta Armijo (CRD# 1988730) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Arcadia, CA and has over 33 years of experience in the finance industry.
Benjamin Ashkinos (CRD# 4554714) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Arcadia, CA and has over 21 years of experience in the finance industry.
Jiaoling Cai (CRD# 5981150) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Arcadia, CA and has over 11 years of experience in the finance industry.
Li Li Chan (CRD# 6640500) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Arcadia, CA and has over 6 years of experience in the finance industry.
Sean Chang (CRD# 6760035) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Arcadia, CA and has over 6 years of experience in the finance industry.
Wei Han Jack Chang (CRD# 6121872) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Arcadia, CA and has over 11 years of experience in the finance industry. Wei Han Jack 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.
Steve Chen (CRD# 4083684) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Arcadia, CA and has over 24 years of experience in the finance industry.
Wei-teh Chen (CRD# 4753200) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Arcadia, CA and has over 10 years of experience in the finance industry.
Yinyi Chen (CRD# 2086259) is an Investment Advisor Representative working at Castle Group Investment Counsel, Inc. in Arcadia, CA and has over 31 years of experience in the finance industry.
Irene Choi (CRD# 3168175) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Arcadia, CA and has over 25 years of experience in the finance industry.