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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
Michael Snow (CRD# 6704609) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mercer Island, WA and has over 7 years of experience in the finance industry.
Bradley Sofonia (CRD# 2670011) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mercer Island, WA and has over 19 years of experience in the finance industry.
Joshua Spiegelman (CRD# 2601596) is an Investment Advisor Representative working at Goldbloom Wealth Management LLC in Mercer Island, WA and has over 9 years of experience in the finance industry.
Nathan Stanley (CRD# 6380231) is an Investment Advisor Representative working at Morgan Stanley in Mercer Island, WA and has over 9 years of experience in the finance industry.
Teresa Starman (CRD# 1345385) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 27 years of experience in the finance industry. Teresa Starman 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.
Matthew Stelmas (CRD# 3013297) is an Investment Advisor Representative working at Clearwater Wealth Management, LLC in Atascadero, CA and has over 19 years of experience in the finance industry. Matthew Stelmas 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 putclients' interests first and comply with the Financial Planning Practice...
Kevin Stokesbary (CRD# 4282283) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mercer Island, WA and has over 23 years of experience in the finance industry.
Anne Marie Stonich (CRD# 4555350) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has over 22 years of experience in the finance industry. Anne Marie Stonich 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.
Robert Toomey (CRD# 1731557) is an Investment Advisor Representative working at S. R. Schill & Associates, Inc. in Mercer Island, WA and has over 28 years of experience in the finance industry.
Brian Van Houten (CRD# 5714771) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mercer Island, WA and has over 14 years of experience in the finance industry.