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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
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.
Thuong Thien (CRD# 5257407) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 14 years of experience in the finance industry. Thuong Thien 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.
Darien Tung (CRD# 4656992) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Redwood City, CA and has over 20 years of experience in the finance industry.
Marcial Vargas (CRD# 5953263) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Redwood City, CA and has over 12 years of experience in the finance industry.
Nathan Wall (CRD# 3111677) is an Investment Advisor Representative working at Onedigital Investment Advisors in Redwood City, CA and has over 25 years of experience in the finance industry.
Harry Whelan (CRD# 464637) is an Investment Advisor Representative working at Whelan Capital Mangement in Redwood City, CA and has 1 year of experience in the finance industry.
Joseph Yapaola (CRD# 5975774) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Redwood City, CA and has over 12 years of experience in the finance industry. Joseph Yapaola 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.
David Yu (CRD# 2865416) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Redwood City, CA and has over 26 years of experience in the finance industry.
Dusan Zachystal (CRD# 4595081) is an Investment Advisor Representative working at International Asset Management in Redwood City, CA and has over 22 years of experience in the finance industry. Dusan Zachystal 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.