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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
Steven Li (CRD# 6605626) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Arcadia, CA and has over 8 years of experience in the finance industry.
Emily Lin (CRD# 3126385) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Arcadia, CA and has over 25 years of experience in the finance industry.
Michelle Ming (CRD# 4744352) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Arcadia, CA and has over 15 years of experience in the finance industry.
Gary Morris (CRD# 2463062) is an Investment Advisor Representative working at Independent Financial Group, LLC in Arcadia, CA and has over 30 years of experience in the finance industry.
Robert Novell (CRD# 2483712) is an Investment Advisor Representative working at Novell Investment Management Company, Inc. in Arcadia, CA and has over 29 years of experience in the finance industry.
Lily Ou (CRD# 2717636) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Arcadia, CA and has over 27 years of experience in the finance industry.
Debby Pan (CRD# 4462540) is an Investment Advisor Representative working at Mml Investors Services, LLC in Arcadia, CA and has over 22 years of experience in the finance industry.
Qian Qu (CRD# 6688295) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Arcadia, CA and has over 7 years of experience in the finance industry.
Bradley Scott (CRD# 2393707) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Arcadia, CA and has over 30 years of experience in the finance industry.
Leonard Smith (CRD# 1606857) is an Investment Advisor Representative working at Crown Capital Securities, LP in Arcadia, CA and has over 26 years of experience in the finance industry.