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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
Bonnie Yam (CRD# 4465731) is an Investment Advisor Representative working at Pension Maxima Investment Advisory, Inc. in Arcadia, CA and has over 22 years of experience in the finance industry. Bonnie Yam 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.
Douglas Barrera Ventura (CRD# 6174436) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Arcadia, CA and has over 11 years of experience in the finance industry.
Logan Bockhahn (CRD# 7400711) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Arcadia, CA and has 1 year of experience in the finance industry.
Dingzhi Chen (CRD# 6839611) is an Investment Advisor Representative working at Eagle Strategies LLC in Arcadia, CA and has over 5 years of experience in the finance industry.
Joshua Colton (CRD# 7180541) is an Investment Advisor Representative working at Colton Wealth Management in Arcadia, CA and has over 4 years of experience in the finance industry.
Wendy Fang (CRD# 4446793) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Arcadia, CA and has 1 year of experience in the finance industry.
Cong Feng (CRD# 5977223) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Arcadia, CA and has over 9 years of experience in the finance industry.
Jimmy Hoesan (CRD# 7061673) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Arcadia, CA and has 1 year of experience in the finance industry.
Jimmy Hua (CRD# 7547991) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Arcadia, CA and has 1 year of experience in the finance industry.
Huiying Jiang (CRD# 7201222) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Arcadia, CA and has 1 year of experience in the finance industry.