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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
Jawad Ehsanyar (CRD# 7705447) is an Investment Advisor Representative working at Morling Financial Advisors, LLC in Fremont, CA and has 1 year of experience in the finance industry.
Benjamin Feiner (CRD# 7785761) is an Investment Advisor Representative working at Morling Financial Advisors, LLC in Fremont, CA and has 1 year of experience in the finance industry.
Yun Sum Fung (CRD# 7312912) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fremont, CA and has over 3 years of experience in the finance industry.
Carlos Gallardo (CRD# 7199671) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fremont, CA and has over 3 years of experience in the finance industry.
Frank Gardanier (CRD# 7878692) is an Investment Advisor Representative working at Summit Global Investments, LLC in Fremont, CA and has 1 year of experience in the finance industry.
Usha Gurazada (CRD# 4849458) is an Investment Advisor Representative working at Primerica Advisors in Fremont, CA and has over 19 years of experience in the finance industry.
Naomi Henderson (CRD# 7111977) is an Investment Advisor Representative working at Edward Jones in Fremont, CA and has over 4 years of experience in the finance industry.
Kathryn Holland (CRD# 6801261) is an Investment Advisor Representative working at Lpl Financial LLC in Fremont, CA and has over 6 years of experience in the finance industry. Kathryn Holland 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.
How Huong (CRD# 3210205) is an Investment Advisor Representative working at Forthright Capital Advisory in Fremont, CA and has over 25 years of experience in the finance industry.
Christina Huynh (CRD# 5054189) is an Investment Advisor Representative working at Eagle Strategies LLC in Fremont, CA and has over 17 years of experience in the finance industry.