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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
Adam Pickrell (CRD# 6834411) is an Investment Advisor Representative working at Edward Jones in Lynnwood, WA and has over 6 years of experience in the finance industry.
Waldebert Raquel (CRD# 4243161) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lynnwood, WA and has over 23 years of experience in the finance industry.
Rizwan Rizwi (CRD# 3215582) is an Investment Advisor Representative working at Sar Wealth Management in Lynnwood, WA and has over 24 years of experience in the finance industry.
Craig Roth (CRD# 2162815) is an Investment Advisor Representative working at Wayfinding Financial, LLC in Lynnwood, WA and has over 27 years of experience in the finance industry.
Helen Rouzanov (CRD# 3193412) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lynnwood, WA and has over 24 years of experience in the finance industry. Helen Rouzanov 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.
Eric Sandstrom (CRD# 6693742) is an Investment Advisor Representative working at Lpl Financial LLC in Lynnwood, WA and has over 6 years of experience in the finance industry.
Marko Semiz (CRD# 5713064) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lynnwood, WA and has over 14 years of experience in the finance industry.
Aaron Shepherd (CRD# 6803395) is an Investment Advisor Representative working at Edward Jones in Lynnwood, WA and has over 6 years of experience in the finance industry.
Kevin Smith (CRD# 1570307) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Lynnwood, WA and has over 37 years of experience in the finance industry.
Joseph Songvilay (CRD# 4170759) is an Investment Advisor Representative working at Edelman Financial Engines in Lynnwood, WA and has over 23 years of experience in the finance industry.