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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
Michelle Onaka (CRD# 7842658) is an Investment Advisor Representative working at Clarity Wealth Development, LLC in Corvallis, OR and has 1 year of experience in the finance industry.
Tristan Peterman (CRD# 7226973) is an Investment Advisor Representative working at Cuso Financial Services in Corvallis, OR and has over 3 years of experience in the finance industry. Tristan Peterman 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.
Suzanne Roppe (CRD# 5352544) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Corvallis, OR and has over 5 years of experience in the finance industry.
Robert Schreier (CRD# 7083847) is an Investment Advisor Representative working at Edward Jones in Corvallis, OR and has over 4 years of experience in the finance industry.
Daniel Thom (CRD# 7315901) is an Investment Advisor Representative working at Hurley Financial Group, Inc. in Corvallis, OR and has 1 year of experience in the finance industry.
Stephen Altman (CRD# 2795104) is an Investment Advisor Representative working at True Private Wealth Advisors, LLC in Salem, OR and has over 27 years of experience in the finance industry.
Jana Basden (CRD# 1291917) is an Investment Advisor Representative working at Edward Jones in Albany, OR and has over 25 years of experience in the finance industry. Jana Basden 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.
Timothy Bellinger (CRD# 1122416) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Dallas, OR and has over 32 years of experience in the finance industry. Timothy Bellinger 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.
Helen Bennett (CRD# 5537416) is an Investment Advisor Representative working at Edward Jones in Philomath, OR and has over 15 years of experience in the finance industry.
Steven Binns (CRD# 1350169) is an Investment Advisor Representative working at True Private Wealth Advisors, LLC in Salem, OR and has over 39 years of experience in the finance industry.