-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Stephen Emanuels (CRD# 3143866) is an Investment Advisor Representative working at Eq Wealth Management in Bellevue, WA and has over 25 years of experience in the finance industry. Stephen Emanuels 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 Emery (CRD# 4209308) is an Investment Advisor Representative working at Leeward Financial Partners, LLC in Bellevue, WA and has 1 year of experience in the finance industry.
Kyle Eng (CRD# 4176148) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Bellevue, WA and has over 7 years of experience in the finance industry.
Jon Erickson (CRD# 4968349) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Bellevue, WA and has over 18 years of experience in the finance industry. Jon Erickson 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.
Kevin Erwert (CRD# 6005801) is an Investment Advisor Representative working at Aletheian Wealth Advisors LLC in Bellevue, WA and has 1 year of experience in the finance industry. Kevin Erwert 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.
Haley Estenson (CRD# 6725665) is an Investment Advisor Representative working at Pathstone in Bellevue, WA and has over 7 years of experience in the finance industry. Haley Estenson 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 Eulberg (CRD# 5749416) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has 1 year of experience in the finance industry. Jeffrey Eulberg 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.
Thomas Eulberg (CRD# 6969272) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has 1 year of experience in the finance industry. Thomas Eulberg 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.
Dallas Evans (CRD# 1250175) is an Investment Advisor Representative working at Evans Capital Management Associates in Bellevue, WA and has over 39 years of experience in the finance industry. Dallas Evans 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 Faber (CRD# 2990170) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bellevue, WA and has over 26 years of experience in the finance industry. Jeffrey Faber 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.