-
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
Jarrett Nielsen (CRD# 7181859) is an Investment Advisor Representative working at Sofi Wealth LLC in Cottonwood Heights, UT and has over 4 years of experience in the finance industry.
Marques Nielson (CRD# 7308253) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cottonwood Heights, UT and has over 3 years of experience in the finance industry.
Santoshi Pattem (CRD# 7715685) is an Investment Advisor Representative working at Equitable Advisors, LLC in Cottonwood Heights, UT and has 1 year of experience in the finance industry.
Corey Pederson (CRD# 5530646) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has over 17 years of experience in the finance industry. Corey Pederson 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.
Rees Petersen (CRD# 1677150) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cottonwood Heights, UT and has over 2 years of experience in the finance industry.
Adam Pignatti (CRD# 7332557) is an Investment Advisor Representative working at Equitable Advisors, LLC in Cottonwood Heights, UT and has over 2 years of experience in the finance industry.
Kip Quinn (CRD# 5828071) is an Investment Advisor Representative working at Wells Fargo Advisors in Cottonwood Heights, UT and has over 13 years of experience in the finance industry.
Robert Reese (CRD# 6768919) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cottonwood Heights, UT and has over 6 years of experience in the finance industry.
Valerie Tanner (CRD# 4929731) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has over 6 years of experience in the finance industry.
Landon Thompson (CRD# 7517844) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has 1 year of experience in the finance industry.