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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
Jin Shin (CRD# 6808909) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mountain View, CA and has over 6 years of experience in the finance industry.
Wai Fung Tang (CRD# 7144489) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 4 years of experience in the finance industry.
Jack Teale (CRD# 4859193) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mountain View, CA and has over 8 years of experience in the finance industry.
Jeffrey Tha (CRD# 3232659) is an Investment Advisor Representative working at Beagle Invest in Los Altos, CA and has over 17 years of experience in the finance industry.
Diane Tycangco (CRD# 7540819) is an Investment Advisor Representative working at Rockefeller Capital Management in Mountain View, CA and has 1 year of experience in the finance industry.
Regina Wohl (CRD# 6287941) is an Investment Advisor Representative working at Aspiriant, LLC in Mountain View, CA and has 1 year of experience in the finance industry. Regina Wohl 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.
Cheuk Wong (CRD# 6865544) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Mountain View, CA and has over 6 years of experience in the finance industry.
Weijie Yuan (CRD# 7503362) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mountain View, CA and has 1 year of experience in the finance industry.
Ella Zarren (CRD# 7185212) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mountain View, CA and has over 3 years of experience in the finance industry.
Fred Abajelo (CRD# 1351279) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 29 years of experience in the finance industry.