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Distance Only Redwood City, 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
Katherine Chappell (CRD# 4493360) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Redwood City, CA and has over 22 years of experience in the finance industry.
Kai Chen (CRD# 2916984) is an Investment Advisor Representative working at Oceaniq Capital, LLC in Redwood Shores, CA and has over 15 years of experience in the finance industry. Headquartered in Silicon Valley, OceanIQ Capital is a diversified investment management firm operating as a global multi-family office. Our investment focus include cross-border wealth management, direct investment, and income real estate.
Kai is the Founder & Managing Director of OceanIQ Capital. As the company head, his primary role is to provide strategic vision, investment advisory, and relationship management....
Dong Choi (CRD# 2879752) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Redwood City, CA and has over 20 years of experience in the finance industry.
Ronald Clement (CRD# 3235345) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Redwood City, CA and has over 21 years of experience in the finance industry.
James Curran (CRD# 709346) is an Investment Advisor Representative working at Curran & Lewis Investment Management, Inc. in Redwood City, CA and has 1 year of experience in the finance industry.
Erik Davis (CRD# 2290051) is an Investment Advisor Representative working at Navigation Group LLC in Redwood City, CA and has over 31 years of experience in the finance industry. Erik Davis 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.
Dennis Dehne (CRD# 1059583) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Redwood City, CA and has over 41 years of experience in the finance industry.
Brian Echeverria (CRD# 6848789) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Redwood City, CA and has over 6 years of experience in the finance industry.
Jennifer Ellison (CRD# 2589040) is an Investment Advisor Representative working at Cerity Partners LLC in Redwood City, CA and has over 29 years of experience in the finance industry.
Ben Eshaghi (CRD# 733675) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Redwood City, CA and has over 24 years of experience in the finance industry. Ben Eshaghi 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.