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Distance Only Kirkland, WA
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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
Derek Parsons (CRD# 5903711) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Kirkland, WA and has over 12 years of experience in the finance industry.
Shane Payette (CRD# 4561408) is an Investment Advisor Representative working at Coldstream Wealth Management in Kirkland, WA and has over 19 years of experience in the finance industry.
Ronald Peck (CRD# 5307375) is an Investment Advisor Representative working at Fearless Wealth in Kirkland, WA and has 1 year of experience in the finance industry. Ronald Peck 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.
Kevin Peterson (CRD# 4229800) is an Investment Advisor Representative working at Coldstream Wealth Management in Kirkland, WA and has over 23 years of experience in the finance industry.
Katherine Phillips (CRD# 5912756) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Kirkland, WA and has over 12 years of experience in the finance industry. Katherine Phillips 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.
Philip Platt (CRD# 4811718) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Kirkland, WA and has over 19 years of experience in the finance industry.
Aaron Postema (CRD# 6294555) is an Investment Advisor Representative working at Edward Jones in Kirkland, WA and has over 9 years of experience in the finance industry.
Jason Preti (CRD# 5372695) is an Investment Advisor Representative working at Unleashed Financial LLC in Kirkland, WA and has over 16 years of experience in the finance industry. Jason Preti 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.
Bjarne Rasmussen (CRD# 1462831) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Kirkland, WA and has over 38 years of experience in the finance industry.
John Robertson (CRD# 6786384) is an Investment Advisor Representative working at Greystone Financial & Estate Services, Inc. in Kirkland, WA and has over 6 years of experience in the finance industry. John Robertson 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.