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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
Juliann Romain (CRD# 6280366) is an Investment Advisor Representative working at D.a. Davidson & Company in Bend, OR and has over 9 years of experience in the finance industry.
David Rosell (CRD# 4107368) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Bend, OR and has over 24 years of experience in the finance industry.
James Salmon (CRD# 2148545) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bend, OR and has over 32 years of experience in the finance industry.
Shenandoah Sampson (CRD# 6900088) is an Investment Advisor Representative working at Invera Wealth Advisors LLC in Bend, OR and has over 5 years of experience in the finance industry. Shenandoah Sampson 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.
Niki Sands (CRD# 1184696) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bend, OR and has over 37 years of experience in the finance industry.
Kevin Sanger (CRD# 2794574) is an Investment Advisor Representative working at Jgp Wealth Management, LLC in Bend, OR and has over 27 years of experience in the finance industry.
Mark Schang (CRD# 5197711) is an Investment Advisor Representative working at Edward Jones in Bend, OR and has over 17 years of experience in the finance industry.
Ronnie Scheller (CRD# 1962820) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bend, OR and has over 34 years of experience in the finance industry.
John Schniepp (CRD# 4576961) is an Investment Advisor Representative working at Cascade Financial Strategies in Bend, OR and has over 21 years of experience in the finance industry. John Schniepp 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 Serrapede (CRD# 2074389) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 20 years of experience in the finance industry. Kevin Serrapede 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.