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Distance Only Kirkland, WA
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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
Juliana Gunawan Lee (CRD# 2888585) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Kirkland, WA and has over 24 years of experience in the finance industry.
Ionut Gusu (CRD# 6585684) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Kirkland, WA and has over 8 years of experience in the finance industry.
Keith Haller (CRD# 2936504) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kirkland, WA and has over 26 years of experience in the finance industry.
Adnan Haq (CRD# 2795062) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kirkland, WA and has over 27 years of experience in the finance industry.
Heidi Hargarten (CRD# 5113147) is an Investment Advisor Representative working at Edward Jones in Kirkland, WA and has over 15 years of experience in the finance industry.
Adam Harvey (CRD# 4780521) is an Investment Advisor Representative working at Equitable Advisors, LLC in Kirkland, WA and has over 20 years of experience in the finance industry.
Aron Healy (CRD# 4439513) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in Kirkland, WA and has over 16 years of experience in the finance industry.
Cleona Hernandez (CRD# 2061426) is an Investment Advisor Representative working at Greystone Financial & Estate Services, Inc. in Kirkland, WA and has over 9 years of experience in the finance industry.
Scott Hill (CRD# 2432499) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Kirkland, WA and has over 30 years of experience in the finance industry.
Clara Hollin (CRD# 2217631) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Kirkland, WA and has over 32 years of experience in the finance industry. Clara Hollin 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.