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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
Katherine Mietus (CRD# 7129432) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has over 5 years of experience in the finance industry.
Mary Michelle Miles (CRD# 7728714) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mercer Island, WA and has 1 year of experience in the finance industry.
Leann Price (CRD# 6726117) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mercer Island, WA and has over 4 years of experience in the finance industry.
Noel Sanchez (CRD# 6825046) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has over 6 years of experience in the finance industry.
Scott Schill (CRD# 3210626) is an Investment Advisor Representative working at S. R. Schill & Associates, Inc. in Mercer Island, WA and has 1 year of experience in the finance industry.
Liting Shao (CRD# 7818164) is an Investment Advisor Representative working at Eden Intelligence Financial in Mercer Island, WA and has 1 year of experience in the finance industry.
Warwick Simons (CRD# 7614230) is an Investment Advisor Representative working at Compound Global Advisors, LLC in Mercer Island, WA and has 1 year of experience in the finance industry.
Russell Snyder (CRD# 6388267) is an Investment Advisor Representative working at Mutual Advisors, LLC in Mercer Island, WA and has over 5 years of experience in the finance industry. Russell Snyder 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.
Stephen Spencer (CRD# 4551629) is an Investment Advisor Representative working at Act Securities, LLC in Mercer Island, WA and has 1 year of experience in the finance industry.
Scott Szeman (CRD# 5956665) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has 1 year of experience in the finance industry.