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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
Dennis Lai (CRD# 3225741) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Flushing, NY and has over 5 years of experience in the finance industry.
Margarita Lay (CRD# 2235457) is an Investment Advisor Representative working at Prudential Financial Planning Services in Flushing, NY and has over 31 years of experience in the finance industry.
Helena Lee (CRD# 6943485) is an Investment Advisor Representative working at Eagle Strategies LLC in Flushing, NY and has over 2 years of experience in the finance industry.
Chun Li (CRD# 4014579) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Flushing, NY and has over 24 years of experience in the finance industry.
Ming Li (CRD# 6304598) is an Investment Advisor Representative working at Eagle Strategies LLC in Flushing, NY and has over 2 years of experience in the finance industry.
Shengying Li (CRD# 5571619) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Flushing, NY and has over 5 years of experience in the finance industry. Shengying Li 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.
Tianning Li (CRD# 5333927) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Flushing, NY and has over 2 years of experience in the finance industry. Tianning Li 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.
June Liao (CRD# 2798501) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Flushing, NY and has over 8 years of experience in the finance industry.
Christina Lin (CRD# 2677515) is an Investment Advisor Representative working at Eagle Strategies LLC in Flushing, NY and has over 7 years of experience in the finance industry.
Yang Liu (CRD# 4397471) is an Investment Advisor Representative working at Prudential Financial Planning Services in Flushing, NY and has over 22 years of experience in the finance industry.