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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
Guillermina Gomez Zepeda (CRD# 5727225) is an Investment Advisor Representative working at Edward Jones in Wenatchee, WA and has over 5 years of experience in the finance industry.
Doug Graumann (CRD# 2497329) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Wenatchee, WA and has over 29 years of experience in the finance industry.
Sean Gross (CRD# 1989584) is an Investment Advisor Representative working at Commonwealth Financial Network in Wenatchee, WA and has over 33 years of experience in the finance industry. Sean Gross 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.
Sherry Gustin (CRD# 1502636) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wenatchee, WA and has over 37 years of experience in the finance industry.
Larry Hancock (CRD# 1514911) is an Investment Advisor Representative working at Proactive Retirement Solutions in East Wenatchee, WA and has over 37 years of experience in the finance industry.
Sabine Harm (CRD# 2790310) is an Investment Advisor Representative working at Long Term Investors, LLC in Wenatchee, WA and has over 27 years of experience in the finance industry. Sabine Harm 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.
Bonnie Helvey (CRD# 1340264) is an Investment Advisor Representative working at Edward Jones in Ephrata, WA and has over 30 years of experience in the finance industry.
Craig Homchick (CRD# 4467297) is an Investment Advisor Representative working at Long Term Investors, LLC in Wenatchee, WA and has 1 year of experience in the finance industry. Craig Homchick 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.
Juan Ibarra (CRD# 5884276) is an Investment Advisor Representative working at Edward Jones in Wenatchee, WA and has over 13 years of experience in the finance industry.
Ronald Ivanick (CRD# 2406858) is an Investment Advisor Representative working at Crown Capital Securities, LP in Wenatchee, WA and has over 25 years of experience in the finance industry.