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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
David Bleiweiss (CRD# 5798908) is an Investment Advisor Representative working at Edward Jones in Issaquah, WA and has over 13 years of experience in the finance industry.
Kevin Chang (CRD# 6719779) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Issaquah, WA and has over 7 years of experience in the finance industry.
Jason Collins (CRD# 5275434) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Issaquah, WA and has over 17 years of experience in the finance industry.
Stephen Cooke (CRD# 5156259) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Issaquah, WA and has over 17 years of experience in the finance industry.
James Cowles (CRD# 852265) is an Investment Advisor Representative working at Financial Research, Inc. in Issaquah, WA and has over 33 years of experience in the finance industry. James Cowles 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.
Shane Fallot (CRD# 3241557) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Issaquah, WA and has over 21 years of experience in the finance industry.
Lorelle Farber (CRD# 1375237) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Issaquah, WA and has over 34 years of experience in the finance industry.
Michael Fisette (CRD# 4092427) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Issaquah, WA and has over 24 years of experience in the finance industry. Michael Fisette 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.
William Gevers (CRD# 2381745) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Issaquah, WA and has over 30 years of experience in the finance industry.
Amy Goan (CRD# 1780084) is an Investment Advisor Representative working at Prism Financial Planning, LLC in Issaquah, WA and has over 36 years of experience in the finance industry. Amy Goan 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.