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Distance Only Corvallis, OR
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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
Therese Misner (CRD# 2800773) is an Investment Advisor Representative working at Cuso Financial Services in Corvallis, OR and has over 27 years of experience in the finance industry. Therese Misner 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.
Scott Ollerenshaw (CRD# 2141201) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Corvallis, OR and has over 33 years of experience in the finance industry.
Carolyn Pentland (CRD# 4635675) is an Investment Advisor Representative working at Spectrum Strategic Capital Management, LLC in Corvallis, OR and has over 21 years of experience in the finance industry.
Michelle Poturich (CRD# 4975165) is an Investment Advisor Representative working at Cuso Financial Services in Corvallis, OR and has over 18 years of experience in the finance industry.
Brian Robertson (CRD# 4215710) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Corvallis, OR and has over 23 years of experience in the finance industry.
Megan Schneider (CRD# 4458332) is an Investment Advisor Representative working at Hurley Financial Group, Inc. in Corvallis, OR and has over 22 years of experience in the finance industry.
Rahul Shah (CRD# 4669305) is an Investment Advisor Representative working at Red Spruce Capital, LLC in Corvallis, OR and has over 9 years of experience in the finance industry.
Kelly Stepp (CRD# 4741926) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Corvallis, OR and has over 20 years of experience in the finance industry.
Eric Sundstrom (CRD# 6342394) is an Investment Advisor Representative working at Edward Jones in Corvallis, OR and has over 9 years of experience in the finance industry.
John Turman (CRD# 3026642) is an Investment Advisor Representative working at Turman Financial Group, LLC in Corvallis, OR and has over 26 years of experience in the finance industry.