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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
Antonio Kwok (CRD# 4280947) is an Investment Advisor Representative working at Ak Global Asset Management, LLC in Oakland, CA and has over 23 years of experience in the finance industry.
Corinna Lam (CRD# 3262494) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oakland, CA and has over 24 years of experience in the finance industry.
Kristen Law (CRD# 3049287) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oakland, CA and has over 23 years of experience in the finance industry.
Nicholas Levinson (CRD# 3022189) is an Investment Advisor Representative working at Park Piedmont Advisors LLC in Oakland, CA and has over 24 years of experience in the finance industry. Nicholas Levinson 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.
Lois Leynse (CRD# 2949395) is an Investment Advisor Representative working at Avantax Advisory Services in Oakland, CA and has over 26 years of experience in the finance industry.
Agnieszka Linsky (CRD# 5957846) is an Investment Advisor Representative working at Falcon Bridge Capital in Oakland, CA and has over 12 years of experience in the finance industry.
Shunchuan Liu (CRD# 6130873) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oakland, CA and has over 10 years of experience in the finance industry. Shunchuan Liu 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.
Jeff Loventhal (CRD# 2153427) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oakland, CA and has over 32 years of experience in the finance industry.
Stephen Mantzouris (CRD# 4616409) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 21 years of experience in the finance industry.
Roland Martin (CRD# 6085052) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Oakland, CA and has over 11 years of experience in the finance industry.