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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
Ernesto Chavez (CRD# 4315877) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 23 years of experience in the finance industry.
Wen Che (CRD# 6911319) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 5 years of experience in the finance industry.
Curtis Chen (CRD# 2782747) is an Investment Advisor Representative working at Lpl Financial LLC in San Mateo, CA and has over 27 years of experience in the finance industry. Curtis Chen 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.
Weifen Cheng (CRD# 4271847) is an Investment Advisor Representative working at Morgan Stanley in San Mateo, CA and has over 23 years of experience in the finance industry. Weifen Cheng 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.
Luke Cho (CRD# 5121085) is an Investment Advisor Representative working at Empirical Wealth Management in San Mateo, CA and has over 18 years of experience in the finance industry. Luke Cho 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.
Janet Chow (CRD# 2483342) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Mateo, CA and has over 29 years of experience in the finance industry.
Serena Chow (CRD# 4280838) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Mateo, CA and has over 23 years of experience in the finance industry. Serena Chow 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 Chun (CRD# 4091318) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Mateo, CA and has over 24 years of experience in the finance industry.
Valerie Cisneros (CRD# 5264372) is an Investment Advisor Representative working at Lpl Financial LLC in San Mateo, CA and has over 13 years of experience in the finance industry.
Daniel Coble (CRD# 4984192) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 6 years of experience in the finance industry.