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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
Matthew Abrams (CRD# 6567402) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 6 years of experience in the finance industry. Matthew Abrams 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.
Kent Accola (CRD# 5998980) is an Investment Advisor Representative working at Usi Advisors in Seattle, WA and has over 10 years of experience in the finance industry.
Peter Acker (CRD# 4565639) is an Investment Advisor Representative working at Sonata Capital Group Inc. in Seattle, WA and has over 21 years of experience in the finance industry.
Alexander Adams (CRD# 1492147) is an Investment Advisor Representative working at Adams Financial Concepts, LLC in Seattle, WA and has over 36 years of experience in the finance industry.
Douglas Adams (CRD# 2899466) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seattle, WA and has over 24 years of experience in the finance industry.
Jean Adams (CRD# 2415987) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Seattle, WA and has over 28 years of experience in the finance industry. Jean Adams 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.
John Adams (CRD# 1159791) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seattle, WA and has over 38 years of experience in the finance industry.
Kelli Aggerbeck (CRD# 2987328) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Seattle, WA and has over 8 years of experience in the finance industry.
Carl Ahlers (CRD# 5755686) is an Investment Advisor Representative working at Invesco Managed Accounts, LLC in Seattle, WA and has 1 year of experience in the finance industry.
John Ahlers (CRD# 5684128) is an Investment Advisor Representative working at Russell Investments in Seattle, WA and has over 9 years of experience in the finance industry.