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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
Derek Hobbs (CRD# 1619759) is an Investment Advisor Representative working at Evart, Young & Hobbs Investment Management in Redwood City, CA and has over 9 years of experience in the finance industry.
Patrice Hornung (CRD# 5638082) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 15 years of experience in the finance industry. Patrice Hornung 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.
Jon Hsu (CRD# 6937190) is an Investment Advisor Representative working at Griffin Black, Inc. in Redwood City, CA and has over 6 years of experience in the finance industry. Jon Hsu 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.
Ying Ying Jing (CRD# 4626484) is an Investment Advisor Representative working at Oceaniq Capital, LLC in Redwood City, CA and has over 20 years of experience in the finance industry.
Emilio Johansen Foncuberta (CRD# 4535722) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Redwood City, CA and has over 22 years of experience in the finance industry.
Stephen Kagan (CRD# 6672229) is an Investment Advisor Representative working at Edward Jones in Redwood City, CA and has over 5 years of experience in the finance industry.
Carolyn Kelly (CRD# 5012748) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 17 years of experience in the finance industry. Carolyn Kelly 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.
James Knipple (CRD# 7025904) is an Investment Advisor Representative working at Edward Jones in Redwood City, CA and has over 5 years of experience in the finance industry.
Ka-tye Koo (CRD# 6289354) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 11 years of experience in the finance industry.
Jone Lee (CRD# 5685687) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Redwood City, CA and has over 15 years of experience in the finance industry.