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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
Rommel Ver (CRD# 1897954) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mercer Island, WA and has over 26 years of experience in the finance industry.
John Watt (CRD# 1767727) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 36 years of experience in the finance industry.
Thomas Whitehead (CRD# 5385185) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 12 years of experience in the finance industry.
Andrew Wiegand (CRD# 1422474) is an Investment Advisor Representative working at Commonwealth Financial Network in Mercer Island, WA and has over 38 years of experience in the finance industry. Andrew Wiegand 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.
Warn Willis (CRD# 2218017) is an Investment Advisor Representative working at Mutual Advisors, LLC in Mercer Island, WA and has over 27 years of experience in the finance industry. Warn Willis 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.
Thomas Wood (CRD# 6431575) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mercer Island, WA and has over 9 years of experience in the finance industry.
James Wright (CRD# 4974645) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mercer Island, WA and has over 18 years of experience in the finance industry.
Daniel Yeung (CRD# 5274149) is an Investment Advisor Representative working at The Caprock Group, LLC in Mercer Island, WA and has over 16 years of experience in the finance industry.
S Yeyni (CRD# 2572234) is an Investment Advisor Representative working at Wealth-builders, Inc. in Mercer Island, WA and has over 29 years of experience in the finance industry. S Yeyni 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.
Paul Yu (CRD# 5135041) is an Investment Advisor Representative working at Wells Fargo Advisors in Mercer Island, WA and has over 16 years of experience in the finance industry.