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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
Brooke Ashland (CRD# 2762853) is an Investment Advisor Representative working at Cutler Investment Group in Jacksonville, OR and has over 12 years of experience in the finance industry.
Paul Caswell (CRD# 4902845) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Jacksonville, OR and has over 19 years of experience in the finance industry. Paul Caswell 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 Fischer (CRD# 4351369) is an Investment Advisor Representative working at Cutler Investment Group in Jacksonville, OR and has over 12 years of experience in the finance industry.
Ekaterina Kostenko (CRD# 7033093) is an Investment Advisor Representative working at Practice Financial Group in Jacksonville, OR and has 1 year of experience in the finance industry. Ekaterina Kostenko 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.
Jennifer Leroy (CRD# 6111966) is an Investment Advisor Representative working at Cutler Investment Group in Jacksonville, OR and has over 11 years of experience in the finance industry. Jennifer Leroy 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.
Jason Loyd (CRD# 5993205) is an Investment Advisor Representative working at Edward Jones in Jacksonville, OR and has over 12 years of experience in the finance industry.
Susan Niedwick (CRD# 2916012) is an Investment Advisor Representative working at Cutler Investment Group in Jacksonville, OR and has over 26 years of experience in the finance industry. Susan Niedwick 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.
Matthew Patten (CRD# 2762796) is an Investment Advisor Representative working at Cutler Investment Group in Jacksonville, OR and has over 20 years of experience in the finance industry.
Anthony Roa (CRD# 6579114) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Jacksonville, OR and has over 8 years of experience in the finance industry.
Nathan Williams (CRD# 5551283) is an Investment Advisor Representative working at Practice Financial Group in Jacksonville, OR and has over 15 years of experience in the finance industry. Nathan Williams 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.