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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
William Olsen (CRD# 5469340) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bellingham, WA and has over 14 years of experience in the finance industry.
Bonnie Packo (CRD# 2245745) is an Investment Advisor Representative working at Lpl Financial LLC in Bellingham, WA and has over 31 years of experience in the finance industry.
Shara Pagels (CRD# 5634876) is an Investment Advisor Representative working at Clearbrook Investment Management, LLC in Bellingham, WA and has over 15 years of experience in the finance industry.
Judith Paulson (CRD# 2872051) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bellingham, WA and has over 27 years of experience in the finance industry. Judith Paulson 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.
Zwi Pechthalt (CRD# 2422846) is an Investment Advisor Representative working at Edward Jones in Bellingham, WA and has over 30 years of experience in the finance industry.
Eric Pedersen (CRD# 5096373) is an Investment Advisor Representative working at D.a. Davidson & Company in Bellingham, WA and has over 17 years of experience in the finance industry.
Eric Petersen (CRD# 6244785) is an Investment Advisor Representative working at Bellingham Capital in Bellingham, WA and has over 10 years of experience in the finance industry.
Miranda Petersen (CRD# 5019106) is an Investment Advisor Representative working at Avantax Advisory Services in Bellingham, WA and has over 18 years of experience in the finance industry.
Robert Reamer (CRD# 5200308) is an Investment Advisor Representative working at Winthrop Wealth in Bellingham, WA and has over 15 years of experience in the finance industry. Robert Reamer 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.
Jennifer Roberts (CRD# 2065337) is an Investment Advisor Representative working at Lpl Financial LLC in Bellingham, WA and has over 33 years of experience in the finance industry.