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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
Eric Suarez (CRD# 5462102) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Coeur D'alene, ID and has over 15 years of experience in the finance industry.
Aimee Tanneberger (CRD# 4913629) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Coeur D'alene, ID and has over 14 years of experience in the finance industry. Aimee Tanneberger 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.
Patrick Wardian (CRD# 5500315) is an Investment Advisor Representative working at Wardian Wealth Management, Inc. in Coeur D'alene, ID and has over 15 years of experience in the finance industry.
Chelsea Amann (CRD# 7426802) is an Investment Advisor Representative working at Lpl Financial LLC in Coeur d'Alene, ID and has over 2 years of experience in the finance industry.
Tyler Anderl (CRD# 6714980) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Coeur d'Alene, ID and has over 4 years of experience in the finance industry.
Jarad Balch (CRD# 7837523) is an Investment Advisor Representative working at D.a. Davidson & Company in Coeur d'Alene, ID and has 1 year of experience in the finance industry.
Lauren Burton (CRD# 7174489) is an Investment Advisor Representative working at Edward Jones in Coeur D'alene, ID and has over 4 years of experience in the finance industry.
Nathaniel Collier (CRD# 6917890) is an Investment Advisor Representative working at Pinkerton Retirement Specialists, LLC in Coeur D'alene, ID and has over 5 years of experience in the finance industry.
Daphne Conner (CRD# 7188018) is an Investment Advisor Representative working at Edward Jones in Coeur D'alene, ID and has 1 year of experience in the finance industry.
James Elkins (CRD# 7083833) is an Investment Advisor Representative working at Edward Jones in Coeur D'alene, ID and has over 4 years of experience in the finance industry.