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Distance Only Placentia, CA
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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
Gurdayal Singh (CRD# 1969392) is an Investment Advisor Representative working at Fit Strategic Advisors LLC in Placentia, CA and has over 30 years of experience in the finance industry.
Sandra Tobias (CRD# 1179130) is an Investment Advisor Representative working at Bcn Financial, Inc. in Placentia, CA and has 1 year of experience in the finance industry.
Balamir Trunec (CRD# 1944949) is an Investment Advisor Representative working at Svl Investment Management in Placentia, CA and has over 31 years of experience in the finance industry.
Johnny Vallejo (CRD# 4681463) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Placentia, CA and has over 20 years of experience in the finance industry.
Darren Vera Cruz (CRD# 6663850) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Placentia, CA and has over 7 years of experience in the finance industry.
Cherie Wang (CRD# 6471133) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Placentia, CA and has over 8 years of experience in the finance industry. Cherie Wang 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.
Derek Wilson (CRD# 5642146) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Placentia, CA and has over 14 years of experience in the finance industry.
Cheng Li (CRD# 7365551) is an Investment Advisor Representative working at Svl Investment Management in Placentia, CA and has 1 year of experience in the finance industry.
Said Mia (CRD# 6085535) is an Investment Advisor Representative working at Svl Investment Management in Placentia, CA and has over 10 years of experience in the finance industry.
Bevan Poyyak (CRD# 5018814) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Placentia, CA and has over 5 years of experience in the finance industry.