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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
Minjoo Lee (CRD# 5924064) is an Investment Advisor Representative working at Avantax Advisory Services in San Leandro, CA and has over 12 years of experience in the finance industry.
Stephanie Murphy (CRD# 4936802) is an Investment Advisor Representative working at Planmember Securities Corporation in San Leandro, CA and has over 18 years of experience in the finance industry.
Gregory Schmidt (CRD# 2364335) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in San Leandro, CA and has over 30 years of experience in the finance industry.
Nathanael Silin (CRD# 6281736) is an Investment Advisor Representative working at Primerica Advisors in San Leandro, CA and has over 9 years of experience in the finance industry.
Gregory Van Ess (CRD# 6982729) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Leandro, CA and has over 5 years of experience in the finance industry.
Courtney Fisher (CRD# 7086439) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Leandro, CA and has over 3 years of experience in the finance industry.
Carlos Gutierrez (CRD# 7326223) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in San Leandro, CA and has over 3 years of experience in the finance industry.
Samuel Marcus (CRD# 7800376) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Leandro, CA and has 1 year of experience in the finance industry.
Justin Solo (CRD# 7237912) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Leandro, CA and has over 3 years of experience in the finance industry.
Hok In Un (CRD# 7257733) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Leandro, CA and has over 3 years of experience in the finance industry.