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Distance Only Monterey Park, 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
William Chan (CRD# 3103541) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Monterey Park, CA and has over 25 years of experience in the finance industry.
James Chu (CRD# 6679038) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Monterey Park, CA and has over 7 years of experience in the finance industry.
Mei Guo (CRD# 4201624) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Monterey Park, CA and has over 23 years of experience in the finance industry.
Zejia Leung (CRD# 5406918) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Monterey Park, CA and has over 16 years of experience in the finance industry.
Andrew Li (CRD# 842572) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Monterey Park, CA and has over 36 years of experience in the finance industry.
Wilson Tien (CRD# 5830808) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Monterey Park, CA and has over 13 years of experience in the finance industry.
Kevin Yang (CRD# 4905741) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Monterey Park, CA and has over 18 years of experience in the finance industry.
Cathy Ha (CRD# 7462588) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey Park, CA and has over 2 years of experience in the finance industry.
Eric Lee (CRD# 6756133) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey Park, CA and has over 5 years of experience in the finance industry.
Fai Liao (CRD# 7331826) is an Investment Advisor Representative working at Raymond Liao Investment Advisor in Monterey Park, CA and has over 3 years of experience in the finance industry. Fai Liao 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.