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Distance Only Duluth, GA
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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
Ji You (CRD# 6836878) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, GA and has over 6 years of experience in the finance industry.
Robert Yu (CRD# 6217738) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Peachtree Corners, GA and has over 10 years of experience in the finance industry. Robert Yu 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.
Sharon Yu (CRD# 7006609) is an Investment Advisor Representative working at Yongchang Company Inc. in Duluth, GA and has over 5 years of experience in the finance industry.
Ahmed Zaki (CRD# 1776881) is an Investment Advisor Representative working at Avantax Advisory Services in Duluth, GA and has over 22 years of experience in the finance industry.
Courtney Blake (CRD# 7303707) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has 1 year of experience in the finance industry.
Stephanie Bonilla (CRD# 6685928) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, GA and has over 4 years of experience in the finance industry.
William Castro (CRD# 7090871) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 5 years of experience in the finance industry.
George Christian (CRD# 7302935) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Atlanta, GA and has over 2 years of experience in the finance industry.
Ha Do (CRD# 7030480) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Duluth, GA and has over 5 years of experience in the finance industry.
Joseph Farrar (CRD# 2287246) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 31 years of experience in the finance industry.