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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
Lindsey Maphumulo (CRD# 5937214) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bellingham, WA and has over 11 years of experience in the finance industry.
Shona Martin (CRD# 6752077) is an Investment Advisor Representative working at Fidalgo Financial Planning in Anacortes, WA and has over 7 years of experience in the finance industry. Shona Martin 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.
Ryan Maskewitz (CRD# 5887932) is an Investment Advisor Representative working at Edward Jones in Bellingham, WA and has over 13 years of experience in the finance industry.
David Mauro (CRD# 1707156) is an Investment Advisor Representative working at Mariner Independent in Bellingham, WA and has over 36 years of experience in the finance industry. David Mauro 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.
Michael Meggyesy (CRD# 2693922) is an Investment Advisor Representative working at D.a. Davidson & Company in Bellingham, WA and has over 28 years of experience in the finance industry. Michael Meggyesy 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.
Alecia Modahl (CRD# 4888607) is an Investment Advisor Representative working at Commonwealth Financial Network in Bellingham, WA and has over 19 years of experience in the finance industry. Alecia Modahl 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.
Eric Morgan (CRD# 5079508) is an Investment Advisor Representative working at Lpl Financial LLC in Bellingham, WA and has over 18 years of experience in the finance industry.
Shawn Morton (CRD# 4062156) is an Investment Advisor Representative working at Lpl Financial LLC in Bellingham, WA and has over 24 years of experience in the finance industry.
Daniel Murphy (CRD# 1855495) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Spokane, WA and has over 34 years of experience in the finance industry.
Robert Naidu (CRD# 4925020) is an Investment Advisor Representative working at Edward Jones in Bellingham, WA and has over 18 years of experience in the finance industry.