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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
Joannie Ngo (CRD# 4323285) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Marino, CA and has over 23 years of experience in the finance industry.
Geoffrey Palenik (CRD# 4609116) is an Investment Advisor Representative working at Cuso Financial Services in San Marino, CA and has over 21 years of experience in the finance industry. Geoffrey Palenik 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.
Justin Shum (CRD# 5987939) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Marino, CA and has over 12 years of experience in the finance industry.
Aubrey Steele (CRD# 5884570) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Marino, CA and has over 13 years of experience in the finance industry.
Mark Wiacek (CRD# 2135299) is an Investment Advisor Representative working at Cl Wealth Management LLC in San Marino, CA and has over 26 years of experience in the finance industry.
Yuki Zeng (CRD# 6091299) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Marino, CA and has over 11 years of experience in the finance industry.
Shuru Han (CRD# 7029656) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Marino, CA and has over 5 years of experience in the finance industry.
Yao Tang (CRD# 7176633) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Marino, CA and has over 3 years of experience in the finance industry.
Michelle Yang (CRD# 5140308) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Marino, CA and has over 7 years of experience in the finance industry.
Wilson Yang (CRD# 6327238) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Marino, CA and has over 9 years of experience in the finance industry.