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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
John Mishima (CRD# 5956534) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Diamond Bar, CA and has over 12 years of experience in the finance industry.
Jyoti Narsai (CRD# 4591399) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Diamond Bar, CA and has over 20 years of experience in the finance industry.
Kurt Neilan (CRD# 3164540) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Diamond Bar, CA and has over 25 years of experience in the finance industry. Kurt Neilan 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.
George Oshiro (CRD# 1909982) is an Investment Advisor Representative working at Avantax Advisory Services in Diamond Bar, CA and has over 26 years of experience in the finance industry.
Lee Pysnik (CRD# 4343613) is an Investment Advisor Representative working at Independent Financial Group, LLC in Diamond Bar, CA and has over 23 years of experience in the finance industry.
Harpal Sandhu (CRD# 2456889) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Diamond Bar, CA and has over 30 years of experience in the finance industry.
Frank Schweitzer (CRD# 1230629) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Diamond Bar, CA and has over 36 years of experience in the finance industry.
Benjamin Shen (CRD# 4756464) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Diamond Bar, CA and has over 19 years of experience in the finance industry.
Lisa Silva (CRD# 5065282) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Diamond Bar, CA and has over 18 years of experience in the finance industry.
Jack Wang (CRD# 6099503) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Diamond Bar, CA and has over 11 years of experience in the finance industry.