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Distance Only Chino Hills, 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
Wendy Birkett (CRD# 2781324) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Chino Hills, CA and has over 21 years of experience in the finance industry.
Kevin Chen (CRD# 6150941) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chino Hills, CA and has over 11 years of experience in the finance industry.
Yen Chen (CRD# 7226020) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chino Hills, CA and has over 3 years of experience in the finance industry.
Satrohan Heeralall (CRD# 5177939) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Chino Hills, CA and has over 4 years of experience in the finance industry.
Michael Hui (CRD# 7782134) is an Investment Advisor Representative working at Edward Jones in Chino Hills, CA and has 1 year of experience in the finance industry.
Changxi Ji (CRD# 7563608) is an Investment Advisor Representative working at Edward Jones in Chino Hills, CA and has over 2 years of experience in the finance industry. Changxi Ji 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.
Kristi Kim (CRD# 3180001) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Chino Hills, CA and has over 23 years of experience in the finance industry.
Esteban Munoz (CRD# 5569767) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Chino Hills, CA and has over 15 years of experience in the finance industry.
Maria Ojeda Partida (CRD# 5957830) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Chino Hills, CA and has 1 year of experience in the finance industry.
Blessing Rodriguez (CRD# 6248207) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chino Hills, CA and has over 10 years of experience in the finance industry.