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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
Matthew Jung (CRD# 3150378) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Oswego, OR and has over 25 years of experience in the finance industry.
Marc Kadomatsu (CRD# 4612926) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has over 18 years of experience in the finance industry. Marc Kadomatsu 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 Kalin (CRD# 4064481) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lake Oswego, OR and has over 24 years of experience in the finance industry.
Anelia Kaloferova (CRD# 4423124) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Oswego, OR and has over 22 years of experience in the finance industry.
Jeffrey Kantor (CRD# 3093179) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 25 years of experience in the finance industry.
Diana Kaspic (CRD# 2490711) is an Investment Advisor Representative working at Progressive Investment Management Corporation in Lake Oswego, OR and has over 29 years of experience in the finance industry.
William Kellar (CRD# 6598621) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has over 8 years of experience in the finance industry. William Kellar 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.
Jakob Kelnhofer (CRD# 6570628) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Oswego, OR and has over 8 years of experience in the finance industry.
Chingyee Kim (CRD# 4221752) is an Investment Advisor Representative working at Rain Capital Management in Lake Oswego, OR and has over 23 years of experience in the finance industry.
Kristen Klocko (CRD# 6388905) is an Investment Advisor Representative working at Park Avenue Securities LLC in Lake Oswego, OR and has over 9 years of experience in the finance industry.