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Distance Metro area (25 miles)
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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
David Wu (CRD# 6900891) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Alviso, CA and has over 6 years of experience in the finance industry.
Zengqi Wu (CRD# 6875714) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Alviso, CA and has over 6 years of experience in the finance industry.
Lan Ge (CRD# 7330225) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Alviso, CA and has over 3 years of experience in the finance industry.
Long Hoang (CRD# 6060668) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Alviso, CA and has over 2 years of experience in the finance industry.
Tingting Huang (CRD# 7597549) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Alviso, CA and has 1 year of experience in the finance industry.
Yucheng Huang (CRD# 6640698) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Alviso, CA and has over 6 years of experience in the finance industry. Yucheng Huang 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.
Xuejing Li (CRD# 7431906) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Alviso, CA and has over 2 years of experience in the finance industry.
Xiao Lin (CRD# 7425768) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Alviso, CA and has over 2 years of experience in the finance industry. Xiao Lin 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.
Duangdao Piyanontalee (CRD# 7748709) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Alviso, CA and has 1 year of experience in the finance industry.
Julius Reyes (CRD# 6463729) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Alviso, CA and has over 8 years of experience in the finance industry.