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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
Jing Chen (CRD# 7250285) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pleasanton, CA and has over 6 years of experience in the finance industry.
Mei Cheung (CRD# 6190417) is an Investment Advisor Representative working at Lpl Financial LLC in Pleasanton, CA and has over 9 years of experience in the finance industry.
Michael Chang-ching Chiu (CRD# 7367732) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pleasanton, CA and has over 3 years of experience in the finance industry.
Paul Dejarnatt (CRD# 5087152) is an Investment Advisor Representative working at Dejarnatt, Paul E in Pleasanton, CA and has 1 year of experience in the finance industry.
Denise Freedman (CRD# 2426624) is an Investment Advisor Representative working at Morgan Stanley in Pleasanton, CA and has over 15 years of experience in the finance industry.
Tracie Glaros (CRD# 5997000) is an Investment Advisor Representative working at Maxwell Wealth in Pleasanton, CA and has 1 year of experience in the finance industry.
Kamal Goel (CRD# 7800616) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Pleasanton, CA and has 1 year of experience in the finance industry.
Daniel Goodman (CRD# 6167970) is an Investment Advisor Representative working at Sierra Pacific Financial Advisors in Pleasanton, CA and has over 10 years of experience in the finance industry. Daniel Goodman 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.
Marko Grzan (CRD# 7340441) is an Investment Advisor Representative working at Commonwealth Financial Network in Pleasanton, CA and has 1 year of experience in the finance industry.
Lon Hao (CRD# 7587345) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pleasanton, CA and has 1 year of experience in the finance industry.