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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
Wa Huong (CRD# 3236971) is an Investment Advisor Representative working at Morling Financial Advisors, LLC in Fremont, CA and has over 24 years of experience in the finance industry. Wa Huong 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.
Ning Jiang (CRD# 6590946) is an Investment Advisor Representative working at Mml Investors Services, LLC in Fremont, CA and has over 8 years of experience in the finance industry.
Nancy Knight (CRD# 5211079) is an Investment Advisor Representative working at Lpl Financial LLC in Fremont, CA and has over 17 years of experience in the finance industry.
Stephen Koh (CRD# 1553631) is an Investment Advisor Representative working at Mml Investors Services, LLC in Fremont, CA and has over 24 years of experience in the finance industry.
Sridhar Krishnan (CRD# 7002561) is an Investment Advisor Representative working at Encover Personal Finance in Fremont, CA and has over 6 years of experience in the finance industry. Sridhar Krishnan 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.
Sze Wai Kwok (CRD# 6636530) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fremont, CA and has over 7 years of experience in the finance industry.
Anthea Lai (CRD# 4262852) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Fremont, CA and has over 23 years of experience in the finance industry.
Long Lee Lam (CRD# 6406381) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fremont, CA and has over 9 years of experience in the finance industry.
Heidi Lau (CRD# 3200670) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Fremont, CA and has over 25 years of experience in the finance industry.
Kenneth Lee (CRD# 5589489) is an Investment Advisor Representative working at Lpl Financial LLC in Fremont, CA and has over 15 years of experience in the finance industry.