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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
Daniel Bartosz (CRD# 4475499) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Clackamas, OR and has over 22 years of experience in the finance industry.
Kent Batley (CRD# 1122460) is an Investment Advisor Representative working at Batley & Associates in Estacada, OR and has over 38 years of experience in the finance industry. Kent Batley 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.
Nathan Bauer (CRD# 6232690) is an Investment Advisor Representative working at Pace Financial Advisors in Hillsboro, OR and has over 10 years of experience in the finance industry.
Ethan Bays (CRD# 6220752) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, OR and has over 9 years of experience in the finance industry. Ethan Bays 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.
Corey Beal (CRD# 6146939) is an Investment Advisor Representative working at Empowering Finance, LLC in Portland, OR and has over 11 years of experience in the finance industry. Corey Beal 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.
Jeremiah Beam (CRD# 6629375) is an Investment Advisor Representative working at Lpl Financial LLC in Beaverton, OR and has over 7 years of experience in the finance industry.
Timothy Bean (CRD# 4918010) is an Investment Advisor Representative working at Liberty Capital in Portland, OR and has over 19 years of experience in the finance industry.
Malcolm Beard (CRD# 5573195) is an Investment Advisor Representative working at Cuso Financial Services in Vancouver, WA and has over 11 years of experience in the finance industry.
William Beatty (CRD# 2131701) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portalnd, OR and has over 33 years of experience in the finance industry.
Mary Beaudoin (CRD# 1006797) is an Investment Advisor Representative working at Cedar Mountain Advisors, LLC in Lake Oswego, OR and has over 13 years of experience in the finance industry.