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Distance Metro area (25 miles)
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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
Salisa Roberts (CRD# 2734290) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Redmond, WA and has over 25 years of experience in the finance industry. Salisa Roberts 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.
Michael Self (CRD# 2439624) is an Investment Advisor Representative working at 1 Union Management, LLC in Redmond, WA and has over 29 years of experience in the finance industry.
Carin Sevigny (CRD# 6108800) is an Investment Advisor Representative working at The Retirement Solution LLC in Redmond, WA and has over 10 years of experience in the finance industry.
Anya Stutz (CRD# 2712550) is an Investment Advisor Representative working at Lpl Financial LLC in Redmond, WA and has over 28 years of experience in the finance industry.
Jennifer Talbot (CRD# 1928071) is an Investment Advisor Representative working at Edward Jones in Redmond, WA and has over 9 years of experience in the finance industry.
Fan Teng (CRD# 6900073) is an Investment Advisor Representative working at Us Fund Manager LLC in Redmond, WA and has over 6 years of experience in the finance industry.
Gregory Wasick (CRD# 5320565) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Redmond, WA and has over 16 years of experience in the finance industry.
Justin Weinstein (CRD# 7013270) is an Investment Advisor Representative working at Edward Jones in Redmond, WA and has over 5 years of experience in the finance industry.
Mark White (CRD# 4539126) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Redmond, WA and has over 21 years of experience in the finance industry.
Jason Williams (CRD# 6544349) is an Investment Advisor Representative working at Williams 360 Financial Advisory, LLC in Redmond, WA and has over 8 years of experience in the finance industry. Jason Williams 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.