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Distance Only Newark, 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
Ajay Agrawal (CRD# 3110140) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newark, CA and has over 17 years of experience in the finance industry.
Nestor Belmonte (CRD# 3159337) is an Investment Advisor Representative working at Mariner Independent in Newark, CA and has over 24 years of experience in the finance industry.
Eugene Daniels (CRD# 4520079) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Newark, CA and has over 22 years of experience in the finance industry.
Chui-wa Leung (CRD# 4916257) is an Investment Advisor Representative working at Center Pillar Wealth Management LLC in Newark, CA and has over 19 years of experience in the finance industry.
Airung Liu (CRD# 4661602) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Newark, CA and has over 20 years of experience in the finance industry. Airung Liu 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.
Dan Santillan (CRD# 6477557) is an Investment Advisor Representative working at Lpl Financial LLC in Newark, CA and has over 8 years of experience in the finance industry.
Harry Sherdil (CRD# 4134012) is an Investment Advisor Representative working at Mariner Independent in Newark, CA and has over 24 years of experience in the finance industry.
Joanne Sturgill (CRD# 3013230) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newark, CA and has over 25 years of experience in the finance industry.
Tuyetanh Tran (CRD# 5914787) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Newark, CA and has over 13 years of experience in the finance industry.
Matthew Weaver (CRD# 6345820) is an Investment Advisor Representative working at Lpl Financial LLC in Newark, CA and has over 8 years of experience in the finance industry.