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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
William Baldwin (CRD# 4264229) is an Investment Advisor Representative working at Edward Jones in Oak Harbor, WA and has over 23 years of experience in the finance industry.
Gene Barner (CRD# 4654718) is an Investment Advisor Representative working at Edward Jones in Oak Harbor, WA and has over 20 years of experience in the finance industry.
Grace Beach (CRD# 6480682) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Oak Harbor, WA and has over 7 years of experience in the finance industry. Grace Beach 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.
Cynthia Casey (CRD# 1250216) is an Investment Advisor Representative working at Edward Jones in Oak Harbor, WA and has over 38 years of experience in the finance industry.
Darin Cook (CRD# 1898749) is an Investment Advisor Representative working at Lpl Financial LLC in Oak Harbor, WA and has over 34 years of experience in the finance industry.
Patricia Cozine-Cole (CRD# 2275612) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Oak Harbor, WA and has over 31 years of experience in the finance industry.
Jeffery Pleet (CRD# 802277) is an Investment Advisor Representative working at Edward Jones in Oak Harbor, WA and has over 31 years of experience in the finance industry.
Susan Powers (CRD# 6697712) is an Investment Advisor Representative working at Edward Jones in Oak Harbor, WA and has over 6 years of experience in the finance industry.
Eric Schelling (CRD# 6556998) is an Investment Advisor Representative working at Edward Jones in Oak Harbor, WA and has over 8 years of experience in the finance industry.
Joel Servatius (CRD# 2605870) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Oak Harbor, WA and has over 29 years of experience in the finance industry.