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Distance Only San Carlos, 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
Bryce Heringer (CRD# 2935830) is an Investment Advisor Representative working at Mariner Independent in San Carlos, CA and has over 25 years of experience in the finance industry.
Lin Kong (CRD# 6769908) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Carlos, CA and has over 6 years of experience in the finance industry.
Steven Koury (CRD# 1694992) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Carlos, CA and has over 28 years of experience in the finance industry.
Michelle Liu (CRD# 6072370) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Carlos, CA and has over 8 years of experience in the finance industry.
Thomas Lo (CRD# 6021385) is an Investment Advisor Representative working at Vested Financial Planning, LLC in San Carlos, CA and has over 12 years of experience in the finance industry. Thomas Lo 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.
Bassel Mansour (CRD# 6014167) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Carlos, CA and has over 7 years of experience in the finance industry.
Gilbert Melgoza (CRD# 2443147) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in San Carlos, CA and has over 29 years of experience in the finance industry.
Martin Miller (CRD# 2194277) is an Investment Advisor Representative working at Ma Private Wealth, LLC in San Carlos, CA and has over 32 years of experience in the finance industry.
Frederick Myers (CRD# 6215194) is an Investment Advisor Representative working at Northwood Investment Partners, LLC in San Carlos, CA and has over 11 years of experience in the finance industry.
Vijay Patel (CRD# 4595598) is an Investment Advisor Representative working at Ma Private Wealth, LLC in San Carlos, CA and has over 21 years of experience in the finance industry.