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Distance Only San Marino, 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
Madina Boland (CRD# 4011877) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Marino, CA and has over 24 years of experience in the finance industry.
Jeremy Chang (CRD# 6603594) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in San Marino, CA and has over 7 years of experience in the finance industry.
Sheila Chau (CRD# 1299779) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Marino, CA and has over 24 years of experience in the finance industry.
Devlin Chung (CRD# 6721926) is an Investment Advisor Representative working at Edward Jones in San Marino, CA and has over 7 years of experience in the finance industry.
Thomas Felgner (CRD# 2652851) is an Investment Advisor Representative working at Oliver Regan Advisors, LLC in San Marino, CA and has over 12 years of experience in the finance industry.
Ryan Hsu (CRD# 5919501) is an Investment Advisor Representative working at Equitable Advisors, LLC in San Marino, CA and has over 12 years of experience in the finance industry.
Michael Kiang (CRD# 6227878) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Marino, CA and has over 10 years of experience in the finance industry. Michael Kiang 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.
Lily Ku (CRD# 4862807) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in San Marino, CA and has over 19 years of experience in the finance industry. Lily Ku 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.
Sonny Lin (CRD# 4937693) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in San Marino, CA and has over 19 years of experience in the finance industry.
Thomas Moreland (CRD# 3126278) is an Investment Advisor Representative working at Sherwood Oak Knoll, LLC in San Marino, CA and has over 25 years of experience in the finance industry.