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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
Daniel Giddens (CRD# 1207944) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mercer Island, WA and has over 40 years of experience in the finance industry.
James Gillis (CRD# 4710949) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 20 years of experience in the finance industry. James Gillis 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 Gudmundson (CRD# 4597598) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mercer Island, WA and has over 20 years of experience in the finance industry.
Colleen Hale (CRD# 7038401) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mercer Island, WA and has over 5 years of experience in the finance industry.
Gregory Headrick (CRD# 2270615) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 31 years of experience in the finance industry. Gregory Headrick 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.
Betty Hedrick (CRD# 1648247) is an Investment Advisor Representative working at The Hedrick Company in Mercer Island, WA and has over 36 years of experience in the finance industry. Betty Hedrick 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.
Kristen Heise (CRD# 2929788) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mercer Island, WA and has over 26 years of experience in the finance industry.
Hayley Hill (CRD# 6182276) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mercer Island, WA and has over 8 years of experience in the finance industry.
Kathleen Hobart (CRD# 1562513) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mercer Island, WA and has over 36 years of experience in the finance industry.
Jeremy Hoffman (CRD# 6502298) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mercer Island, WA and has over 7 years of experience in the finance industry.