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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
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.
Ka Ki Leung (CRD# 5294353) is an Investment Advisor Representative working at Beyond Financial Services in Fremont, CA and has over 16 years of experience in the finance industry. Ka Ki Leung 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.
Peter Ling (CRD# 1797371) is an Investment Advisor Representative working at Morling Financial Advisors, LLC in Fremont, CA and has over 17 years of experience in the finance industry.
Andy Liu (CRD# 5447100) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fremont, CA and has over 16 years of experience in the finance industry.
Denise Lo (CRD# 4563175) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Fremont, CA and has over 21 years of experience in the finance industry.
Eve Meyer (CRD# 2454422) is an Investment Advisor Representative working at Primerica Advisors in Fremont, CA and has over 29 years of experience in the finance industry.
Michael Milton (CRD# 4596497) is an Investment Advisor Representative working at Lpl Financial LLC in Fremont, CA and has over 14 years of experience in the finance industry.
Steven Moeller (CRD# 2205373) is an Investment Advisor Representative working at Sdmi Insurance And Financial Services in Fremont, CA and has over 18 years of experience in the finance industry.
David Mogannam (CRD# 4719969) is an Investment Advisor Representative working at Lpl Financial LLC in Fremont, CA and has over 18 years of experience in the finance industry.
Anithah Neelakanda-Pillai (CRD# 6407131) is an Investment Advisor Representative working at Lpl Financial LLC in Fremont, CA and has over 9 years of experience in the finance industry. Anithah Neelakanda-Pillai 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.