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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
Yangmei Chen (CRD# 4601185) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Elmhurst, NY and has over 20 years of experience in the finance industry.
Paul Cheng (CRD# 4492952) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Elmhurst, NY and has over 22 years of experience in the finance industry.
Wai Chu (CRD# 6561551) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Elmhurst, NY and has over 8 years of experience in the finance industry.
Ping Li (CRD# 4159144) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Elmhurst, NY and has over 23 years of experience in the finance industry.
Josin Lin (CRD# 5717979) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Elmhurst, NY and has over 14 years of experience in the finance industry.
Daniel Tang (CRD# 5584987) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Elmhurst, NY and has over 15 years of experience in the finance industry.
William Stein (CRD# 2826519) is an Investment Advisor Representative working at Avantax Advisory Services in Elmhurst, NY and has over 27 years of experience in the finance industry.
Michelle Zhang (CRD# 7655938) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Elmhurst, NY and has 1 year of experience in the finance industry.
Eric Bloom (CRD# 2708116) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rye Brook, NY and has over 25 years of experience in the finance industry. Eric Bloom 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 putclients' interests first and comply with the Financial Planning Practice Standards.
In addition, Eric has the RICP, CLU, and ChFC professional designations.