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Distance Only Everett, WA
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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
Steven Weholt (CRD# 5619475) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Everett, WA and has over 15 years of experience in the finance industry.
Christopher White (CRD# 6636875) is an Investment Advisor Representative working at Edward Jones in Everett, WA and has over 7 years of experience in the finance industry.
Alexander Williamson (CRD# 2082975) is an Investment Advisor Representative working at Pacific Crest Financial Advisors, LLC in Everett, WA and has over 33 years of experience in the finance industry. Alexander Williamson 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.
Christopher Wittenbrink (CRD# 6891423) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Everett, WA and has over 6 years of experience in the finance industry.
Francis Addai (CRD# 7488266) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Everett, WA and has over 2 years of experience in the finance industry.
Christian Clausen (CRD# 7379767) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Everett, WA and has over 2 years of experience in the finance industry.
Adam Datko (CRD# 7198987) is an Investment Advisor Representative working at Edward Jones in Everett, WA and has over 4 years of experience in the finance industry.
Matthew Dowdy (CRD# 7517771) is an Investment Advisor Representative working at Edward Jones in Everett, WA and has 1 year of experience in the finance industry.
Violet Hungerford (CRD# 7517388) is an Investment Advisor Representative working at Helium Advisors LLC in Everett, WA and has 1 year of experience in the finance industry.
Heba Kandil (CRD# 7226088) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Everett, WA and has over 3 years of experience in the finance industry.