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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
Jacob Armstrong (CRD# 5679476) is an Investment Advisor Representative working at Edward Jones in Whitefish, MT and has over 12 years of experience in the finance industry.
Matthew Benedict (CRD# 2582731) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Whitefish, MT and has over 29 years of experience in the finance industry.
Robert Braig (CRD# 1876880) is an Investment Advisor Representative working at D.a. Davidson & Company in Whitefish, MT and has over 35 years of experience in the finance industry.
V Carbo (CRD# 4368900) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Whitefish, MT and has over 19 years of experience in the finance industry.
Joseph Coco (CRD# 2396036) is an Investment Advisor Representative working at Piedmont Capital Management, LLC in Whitefish, MT and has over 30 years of experience in the finance industry. Joseph Coco 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.
Max Corder (CRD# 817390) is an Investment Advisor Representative working at H R Financial Services, Inc. in Somers, MT and has over 40 years of experience in the finance industry.
Annell Danczyk (CRD# 5470520) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 16 years of experience in the finance industry.
Bradley Dartez (CRD# 5664104) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Whitefish, MT and has over 14 years of experience in the finance industry.
Annette Goldman (CRD# 2882254) is an Investment Advisor Representative working at Sierra Wealth Group, LLC in Bigfork, MT and has over 26 years of experience in the finance industry. Annette Goldman 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.
Jeffrey Goldman (CRD# 2110174) is an Investment Advisor Representative working at Sierra Wealth Group, LLC in Bigfork, MT and has over 33 years of experience in the finance industry. Jeffrey Goldman 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.