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Distance Only Pocatello, ID
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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
Kelli Jensen (CRD# 1785439) is an Investment Advisor Representative working at D.a. Davidson & Company in Pocatello, ID and has over 27 years of experience in the finance industry.
George Katsilometes (CRD# 1713760) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pocatello, ID and has over 36 years of experience in the finance industry.
Orie Katsilometes (CRD# 6900255) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pocatello, ID and has over 5 years of experience in the finance industry.
John Koyle (CRD# 4409795) is an Investment Advisor Representative working at Arbor Point Advisors in Pocatello, ID and has over 22 years of experience in the finance industry.
Robert Long (CRD# 4472828) is an Investment Advisor Representative working at Jordan Wealth Managment in Pocatello, ID and has 1 year of experience in the finance industry.
Michael McAteer (CRD# 1986870) is an Investment Advisor Representative working at Wells Fargo Advisors in Pocatello, ID and has over 34 years of experience in the finance industry.
John McCormick (CRD# 1986873) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Pocatello, ID and has over 5 years of experience in the finance industry.
Angela Moss (CRD# 4915656) is an Investment Advisor Representative working at Jordan Wealth Managment in Pocatello, ID and has 1 year of experience in the finance industry. Angela Moss 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.
David Nelson (CRD# 1966623) is an Investment Advisor Representative working at Wells Fargo Advisors in Pocatello, ID and has over 34 years of experience in the finance industry.
Chad Nielsen (CRD# 3220184) is an Investment Advisor Representative working at Gateway Financial & Estate Planning, Inc. in Pocatello, ID and has over 24 years of experience in the finance industry.