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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
Nina Abelman (CRD# 1424055) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellevue, WA and has over 37 years of experience in the finance industry.
Cathleen Ackley (CRD# 5432113) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellevue, WA and has over 15 years of experience in the finance industry.
Mary Actor (CRD# 5544516) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 14 years of experience in the finance industry.
Paul Adams (CRD# 2921005) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bellevue, WA and has over 25 years of experience in the finance industry.
Zackary Ahyat (CRD# 6432502) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bellevue, WA and has over 8 years of experience in the finance industry.
Ryan Alderfer (CRD# 5172171) is an Investment Advisor Representative working at Boone Wealth Advisors, LLC in Bellevue, WA and has over 16 years of experience in the finance industry. Ryan Alderfer 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.
Jeffrey Alewine (CRD# 6015732) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bellevue, WA and has over 11 years of experience in the finance industry. Jeffrey Alewine 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.
Rachel Alleman (CRD# 5470366) is an Investment Advisor Representative working at Pathstone in Bellevue, WA and has over 15 years of experience in the finance industry. Rachel Alleman 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 Allison (CRD# 2090177) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellevue, WA and has over 32 years of experience in the finance industry.
Ronald Allison (CRD# 868246) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Bellevue, WA and has over 42 years of experience in the finance industry.