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Distance Only Redwood City, 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
Julie Shieh (CRD# 2802369) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Redwood City, CA and has over 27 years of experience in the finance industry.
Leon Shirman (CRD# 5989421) is an Investment Advisor Representative working at Emerald Hills Capital, LLC in Redwood City, CA and has 1 year of experience in the finance industry.
Thomas Simanek (CRD# 1283394) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Redwood City, CA and has over 39 years of experience in the finance industry.
Kelly Simms (CRD# 2683921) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Redwood City, CA and has over 28 years of experience in the finance industry.
Leanne Skelly (CRD# 4875477) is an Investment Advisor Representative working at Lpl Financial LLC in Redwood City, CA and has over 19 years of experience in the finance industry.
David Smith (CRD# 4892506) is an Investment Advisor Representative working at Redwood Park Advisors in Redwood City, CA and has over 19 years of experience in the finance industry.
William Steinberger (CRD# 5541333) is an Investment Advisor Representative working at Think Different Financial Planning in Redwood City, CA and has over 9 years of experience in the finance industry. William Steinberger 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.
Royce Stewart (CRD# 1953563) is an Investment Advisor Representative working at Lpl Financial LLC in Redwood City, CA and has over 34 years of experience in the finance industry.
Qiumei Sun (CRD# 5341951) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Redwood City, CA and has over 16 years of experience in the finance industry. Qiumei Sun 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.
Jacky Tam (CRD# 2724404) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Redwood City, CA and has over 27 years of experience in the finance industry.