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Distance Only Rosemead, 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
Joseph Chi (CRD# 5069784) is an Investment Advisor Representative working at Avantax Advisory Services in Rosemead, CA and has over 18 years of experience in the finance industry.
Marcus Gunawan (CRD# 3126030) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Rosemead, CA and has over 25 years of experience in the finance industry. Marcus Gunawan 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.
Kaising Lui (CRD# 5898825) is an Investment Advisor Representative working at Gwn Securities Inc. in Rosemead, CA and has over 12 years of experience in the finance industry. Kaising Lui 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 Martinez (CRD# 2677144) is an Investment Advisor Representative working at Treveri Capital in Rosemead, CA and has over 27 years of experience in the finance industry.
Binh Tran (CRD# 6768889) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rosemead, CA and has over 6 years of experience in the finance industry.
Jean Baptiste Afflack (CRD# 6180590) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Rosemead, CA and has over 6 years of experience in the finance industry.
Toan Thai (CRD# 5424784) is an Investment Advisor Representative working at Eagle Strategies LLC in Rosemead, CA and has over 14 years of experience in the finance industry.