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Distance Only Monrovia, 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
Susan Jen (CRD# 3124578) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 25 years of experience in the finance industry.
Stuart Johnson (CRD# 4538724) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Monrovia, CA and has over 22 years of experience in the finance industry.
Joseph Lee (CRD# 1215252) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 36 years of experience in the finance industry.
Sichen Li (CRD# 6418282) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 9 years of experience in the finance industry.
Shiou-ing Liou (CRD# 4436524) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 22 years of experience in the finance industry. Shiou-ing Liou 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.
Ling Lu (CRD# 4596886) is an Investment Advisor Representative working at Ifmgroup in Monrovia, CA and has over 20 years of experience in the finance industry.
Shahab Makanvand (CRD# 4933369) is an Investment Advisor Representative working at Primerica Advisors in Monrovia, CA and has over 8 years of experience in the finance industry.
John O'connor (CRD# 1747463) is an Investment Advisor Representative working at O'connor Wealth Management, Inc. in Monrovia, CA and has over 30 years of experience in the finance industry.
Sumant Pendharkar (CRD# 6758036) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 7 years of experience in the finance industry.
Todd Troutner (CRD# 2418513) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Monrovia, CA and has over 24 years of experience in the finance industry.