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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
Shannon Daily (CRD# 7404923) is an Investment Advisor Representative working at Edward Jones in Helena, MT and has 1 year of experience in the finance industry.
Matthew Doucette (CRD# 6745933) is an Investment Advisor Representative working at Eagle Strategies LLC in Helena, MT and has over 6 years of experience in the finance industry.
Ryan Egebrecht (CRD# 7208662) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Helena, MT and has over 3 years of experience in the finance industry.
Daniel Fontenot (CRD# 7408400) is an Investment Advisor Representative working at Ashton Thomas Private Wealth in Helena, MT and has over 2 years of experience in the finance industry.
Janet Johnston (CRD# 7207652) is an Investment Advisor Representative working at Edward Jones in Helena, MT and has 1 year of experience in the finance industry.
Michelle Juntunen (CRD# 6363934) is an Investment Advisor Representative working at Investment Management Group in Helena, MT and has over 5 years of experience in the finance industry.
Joseph Klempel (CRD# 7312283) is an Investment Advisor Representative working at Edward Jones in Helena, MT and has over 3 years of experience in the finance industry.
Martin Lewis (CRD# 4034917) is an Investment Advisor Representative working at Ashton Thomas Private Wealth in Helena, MT and has over 24 years of experience in the finance industry.
Darbi Linder (CRD# 7472764) is an Investment Advisor Representative working at D.a. Davidson & Company in Helena, MT and has 1 year of experience in the finance industry.
Amy Smiedala (CRD# 7038418) is an Investment Advisor Representative working at D.a. Davidson & Company in Helena, MT and has over 4 years of experience in the finance industry.