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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
Alejandro Gonzalez (CRD# 6437238) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rancho Cucamonga, CA and has over 9 years of experience in the finance industry.
Andres Han (CRD# 6062724) is an Investment Advisor Representative working at Lpl Financial LLC in Rancho Cucamonga, CA and has over 11 years of experience in the finance industry.
Peter Han (CRD# 4704497) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rancho Cucamonga, CA and has over 20 years of experience in the finance industry.
Nader Hosseinzadeh (CRD# 6413146) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Rancho Cucamonga, CA and has over 9 years of experience in the finance industry.
Kenyon Humphrey (CRD# 4859171) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rancho Cucamonga, CA and has over 19 years of experience in the finance industry.
Nixon James (CRD# 5625909) is an Investment Advisor Representative working at Shepherd Advisor in Rancho Cucamonga, CA and has over 13 years of experience in the finance industry. Nixon James 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.
Michelle Johnston (CRD# 5113818) is an Investment Advisor Representative working at Avantax Advisory Services in Rancho Cucamonga, CA and has over 16 years of experience in the finance industry.
Raymond Lee (CRD# 5782628) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Rancho Cucamonga, CA and has over 13 years of experience in the finance industry.
Steven Lopez (CRD# 2165476) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Rancho Cucamonga, CA and has over 32 years of experience in the finance industry. Steven Lopez 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.
Jeffrey Ng (CRD# 6695698) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Rancho Cucamonga, CA and has over 6 years of experience in the finance industry.