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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
Kent Shettler (CRD# 4011914) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Grand Junction, CO and has over 24 years of experience in the finance industry.
Robert Souder (CRD# 4469035) is an Investment Advisor Representative working at R Gregory Souder in Grand Junction, CO and has 1 year of experience in the finance industry.
Cheryl Squier (CRD# 2198681) is an Investment Advisor Representative working at D.a. Davidson & Company in Grand Junction, CO and has over 30 years of experience in the finance industry.
Clayton Squier (CRD# 6808003) is an Investment Advisor Representative working at D.a. Davidson & Company in Grand Junction, CO and has over 6 years of experience in the finance industry.
Roy Stachnik (CRD# 1260290) is an Investment Advisor Representative working at Integrated Benefits, Incorporated in Grand Junction, CO and has over 25 years of experience in the finance industry.
Martin Streetman (CRD# 3172874) is an Investment Advisor Representative working at Western Wealth Management LLC in Grand Junction, CO and has over 25 years of experience in the finance industry. Martin Streetman 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.
Kendra Swanson (CRD# 4956910) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grand Junction, CO and has over 18 years of experience in the finance industry.
Aaron Tice (CRD# 5337696) is an Investment Advisor Representative working at Delphi Wealth Partners in Grand Junction, CO and has over 16 years of experience in the finance industry. Aaron Tice 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.
Carol Todd (CRD# 1337510) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grand Junction, CO and has over 39 years of experience in the finance industry.
Travis Tuma (CRD# 4547111) is an Investment Advisor Representative working at Edward Jones in Grand Junction, CO and has over 21 years of experience in the finance industry.