-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Rashid Coleman (CRD# 4567179) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Union City, CA and has over 21 years of experience in the finance industry.
Hera Gutierrez (CRD# 4679209) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Union City, CA and has over 20 years of experience in the finance industry.
Munish Kaila (CRD# 4993041) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Union City, CA and has over 9 years of experience in the finance industry.
Qiqin Zhu (CRD# 6983477) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Union City, CA and has over 5 years of experience in the finance industry.
Qimeng Li (CRD# 7076628) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Union City, CA and has over 4 years of experience in the finance industry.
Erick Liu (CRD# 7367969) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Union City, CA and has over 2 years of experience in the finance industry.
Khoa Luong (CRD# 6750216) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Union City, CA and has over 7 years of experience in the finance industry.
Theodore Lew (CRD# 3262592) is an Investment Advisor Representative working at Captrust in San Ramon, CA and has over 15 years of experience in the finance industry. Theodore Lew 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.