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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
Andrew De Vera (CRD# 6547991) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Upland, CA and has over 8 years of experience in the finance industry.
Zachary Fidler (CRD# 6467262) is an Investment Advisor Representative working at Primerica Advisors in Upland, CA and has over 7 years of experience in the finance industry.
Henry Hong (CRD# 6922318) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Upland, CA and has over 5 years of experience in the finance industry.
Shih Liu (CRD# 7500074) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Upland, CA and has 1 year of experience in the finance industry.
Kimberly Romo (CRD# 7732701) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Upland, CA and has 1 year of experience in the finance industry.
Courtney Sprinkle (CRD# 7498120) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Upland, CA and has over 2 years of experience in the finance industry.
Sara Uribe (CRD# 6088484) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Upland, CA and has 1 year of experience in the finance industry.
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Veronica Aaron (CRD# 2513561) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Brea, CA and has over 29 years of experience in the finance industry.
Raul Aballi (CRD# 1622075) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverside, CA and has over 36 years of experience in the finance industry.