-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jacob Mager (CRD# 6087986) is an Investment Advisor Representative working at Lpl Financial LLC in Shelton, WA and has 1 year of experience in the finance industry.
Kamryn Morgan (CRD# 5338076) is an Investment Advisor Representative working at Edward Jones in Shelton, WA and has 1 year of experience in the finance industry.
Michael Mueller (CRD# 4663329) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Elma, WA and has over 20 years of experience in the finance industry.
Taleana Peterson (CRD# 6053820) is an Investment Advisor Representative working at Edward Jones in Hoquiam, WA and has 1 year of experience in the finance industry.
Osiel Rivera (CRD# 7643952) is an Investment Advisor Representative working at Edward Jones in Aberdeen, WA and has 1 year of experience in the finance industry.
David Rockett (CRD# 6185247) is an Investment Advisor Representative working at Eagle Strategies LLC in Raymond, WA and has over 4 years of experience in the finance industry.
Susan Schreiner (CRD# 4969527) is an Investment Advisor Representative working at Schreiner Financial Solutions in Aberdeen, WA and has over 20 years of experience in the finance industry. Susan Schreiner 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.