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Distance Only Menlo Park, CA
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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
Hwangmin Ki (CRD# 5710070) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Menlo Park, CA and has over 14 years of experience in the finance industry.
Perry Kotval (CRD# 2027093) is an Investment Advisor Representative working at Galileo Planning Group, Inc. in Menlo Park, CA and has 1 year of experience in the finance industry. Perry Kotval 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.
Qwendalynn Lai (CRD# 5576511) is an Investment Advisor Representative working at Svb Wealth in Menlo Park, CA and has over 15 years of experience in the finance industry.
Michael Lam (CRD# 5080148) is an Investment Advisor Representative working at Morgan Stanley in Menlo Park, CA and has over 16 years of experience in the finance industry.
Nathaniel Lane (CRD# 1727948) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in Menlo Park, CA and has over 36 years of experience in the finance industry.
Jeffrey Lin (CRD# 5580392) is an Investment Advisor Representative working at Corient in Menlo Park, CA and has over 14 years of experience in the finance industry.
Melody Lin (CRD# 2961759) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Menlo Park, CA and has over 26 years of experience in the finance industry.
Maggie Liu (CRD# 4437748) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 18 years of experience in the finance industry.
Igor Lotsvin (CRD# 4425376) is an Investment Advisor Representative working at Sage Rhino Capital LLC in Menlo Park, CA and has over 14 years of experience in the finance industry.
Stephen Luk (CRD# 4019683) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Menlo Park, CA and has over 24 years of experience in the finance industry.