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Distance Only Millbrae, 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
Miten Bhatia (CRD# 6226242) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Millbrae, CA and has over 9 years of experience in the finance industry.
Ivan Cen (CRD# 5474263) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Millbrae, CA and has over 16 years of experience in the finance industry.
Hardit Chaudhary (CRD# 2463697) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Millbrae, CA and has over 30 years of experience in the finance industry.
Jerry Tzu Hsuan Chen (CRD# 6891361) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Millbrae, CA and has over 6 years of experience in the finance industry.
Robert Fong (CRD# 5250555) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Millbrae, CA and has over 17 years of experience in the finance industry.
Benigno Gonzalez (CRD# 6051566) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Millbrae, CA and has over 11 years of experience in the finance industry.
Philip Grites (CRD# 3033670) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Millbrae, CA and has over 23 years of experience in the finance industry.
Katherine Simmonds (CRD# 2120022) is an Investment Advisor Representative working at Conquis Financial LLC in Millbrae, CA and has over 33 years of experience in the finance industry. Katherine Simmonds 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.
Edward So (CRD# 2651065) is an Investment Advisor Representative working at Golden State Advisors, LLC in Millbrae, CA and has over 28 years of experience in the finance industry.
Guy Young (CRD# 1092459) is an Investment Advisor Representative working at Young Financial & Insurance Services in Millbrae, CA and has over 41 years of experience in the finance industry.