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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
Chihhan Chen (CRD# 7231850) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has 1 year of experience in the finance industry.
Kevin Cifuentes (CRD# 7417090) is an Investment Advisor Representative working at Veritas Financial Consulting LLC in Monrovia, CA and has over 2 years of experience in the finance industry. Kevin Cifuentes 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.
Qi Fang (CRD# 7325196) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 3 years of experience in the finance industry.
Xin Guo (CRD# 6547597) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 6 years of experience in the finance industry.
Bill Liau (CRD# 5693677) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 7 years of experience in the finance industry.
Arthur Lin (CRD# 4573965) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monrovia, CA and has over 21 years of experience in the finance industry.
Shang Chen Lu (CRD# 7828228) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has 1 year of experience in the finance industry.
Yao Lu (CRD# 7515178) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has 1 year of experience in the finance industry.
Chun Mo Ng (CRD# 7604209) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Monrovia, CA and has 1 year of experience in the finance industry.