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Distance Only San Marino, 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
Joannie Ngo (CRD# 4323285) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Marino, CA and has over 22 years of experience in the finance industry.
Geoffrey Palenik (CRD# 4609116) is an Investment Advisor Representative working at Cuso Financial Services in San Marino, CA and has over 21 years of experience in the finance industry.
Justin Shum (CRD# 5987939) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Marino, CA and has over 12 years of experience in the finance industry.
Aubrey Steele (CRD# 5884570) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Marino, CA and has over 13 years of experience in the finance industry.
Mark Wiacek (CRD# 2135299) is an Investment Advisor Representative working at Cl Wealth Management LLC in San Marino, CA and has over 26 years of experience in the finance industry.
Yuki Zeng (CRD# 6091299) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Marino, CA and has over 11 years of experience in the finance industry.
Shuru Han (CRD# 7029656) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Marino, CA and has over 5 years of experience in the finance industry.
Yao Tang (CRD# 7176633) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Marino, CA and has over 3 years of experience in the finance industry.
Michelle Yang (CRD# 5140308) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Marino, CA and has over 7 years of experience in the finance industry.
Wilson Yang (CRD# 6327238) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Marino, CA and has over 9 years of experience in the finance industry.