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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
Ben Kim (CRD# 7453667) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fremont, CA and has over 2 years of experience in the finance industry.
Michael King (CRD# 7491983) is an Investment Advisor Representative working at Morling Financial Advisors, LLC in Fremont, CA and has over 2 years of experience in the finance industry.
Yuen Han Lee (CRD# 6557006) is an Investment Advisor Representative working at Eagle Strategies LLC in Fremont, CA and has over 8 years of experience in the finance industry.
Jose Leyva (CRD# 6331881) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fremont, CA and has over 9 years of experience in the finance industry.
William Li (CRD# 7365750) is an Investment Advisor Representative working at Morling Financial Advisors, LLC in Fremont, CA and has over 3 years of experience in the finance industry.
Xiang Li (CRD# 7134306) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fremont, CA and has over 4 years of experience in the finance industry.
Evelyn Liu (CRD# 5848083) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fremont, CA and has over 13 years of experience in the finance industry.
Tony Mak (CRD# 6163913) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fremont, CA and has over 10 years of experience in the finance industry.
Erick Milanco (CRD# 6848961) is an Investment Advisor Representative working at Primerica Advisors in Fremont, CA and has over 5 years of experience in the finance industry.
Kevin Nuss (CRD# 2938562) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fremont, CA and has over 23 years of experience in the finance industry.