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Distance Only San Leandro, 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
Aaron Baker (CRD# 4388969) is an Investment Advisor Representative working at Baker & Associates Registered Investment Advisors, LLC in San Leandro, CA and has over 21 years of experience in the finance industry.
Sherwin Coleman (CRD# 1430895) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Leandro, CA and has over 22 years of experience in the finance industry.
Chih Han Goh (CRD# 6891407) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Leandro, CA and has over 6 years of experience in the finance industry.
David Grodin (CRD# 5205226) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Leandro, CA and has over 17 years of experience in the finance industry.
Mary Grodin (CRD# 1632155) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Leandro, CA and has over 34 years of experience in the finance industry.
Eric Gross (CRD# 5617998) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Leandro, CA and has over 15 years of experience in the finance industry. Eric Gross 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.
Edward Harris (CRD# 5896581) is an Investment Advisor Representative working at Lpl Financial LLC in San Leandro, CA and has over 12 years of experience in the finance industry.
Julie La (CRD# 2780386) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Leandro, CA and has over 14 years of experience in the finance industry.
Moreen Latchman (CRD# 4782217) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Leandro, CA and has over 19 years of experience in the finance industry.
Minjoo Lee (CRD# 5924064) is an Investment Advisor Representative working at Avantax Advisory Services in San Leandro, CA and has over 12 years of experience in the finance industry.