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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
Kimberly Roth (CRD# 4723372) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Missoula, MT and has over 19 years of experience in the finance industry.
Raymond Round (CRD# 2289136) is an Investment Advisor Representative working at D.a. Davidson & Company in Missoula, MT and has over 31 years of experience in the finance industry. Raymond Round 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.
Robert Rowe (CRD# 1426460) is an Investment Advisor Representative working at Western International Securities in Missoula, MT and has over 38 years of experience in the finance industry.
Christopher Sakas (CRD# 4168114) is an Investment Advisor Representative working at Wells Fargo Advisors in Missoula, MT and has over 10 years of experience in the finance industry.
Laurel Saravalli (CRD# 6176122) is an Investment Advisor Representative working at D.a. Davidson & Company in Missoula, MT and has over 9 years of experience in the finance industry.
Gregg Sautter (CRD# 1440761) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Missoula, MT and has over 38 years of experience in the finance industry.
Lucca Scariano (CRD# 6331436) is an Investment Advisor Representative working at Edward Jones in Missoula, MT and has over 8 years of experience in the finance industry.
Greg Schmautz (CRD# 1036067) is an Investment Advisor Representative working at Lpl Financial LLC in Missoula, MT and has over 40 years of experience in the finance industry. Greg Schmautz 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.
Robert Seidenschwarz (CRD# 1011121) is an Investment Advisor Representative working at S.g. Long & Company in Missoula, MT and has over 29 years of experience in the finance industry.
Scott Seifert (CRD# 2194727) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Missoula, MT and has over 32 years of experience in the finance industry. Scott Seifert 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.