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Distance Only Seattle, WA
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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
Deena Bortscheller (CRD# 4835965) is an Investment Advisor Representative working at Principal Securities, Inc. in Seattle, WA and has over 19 years of experience in the finance industry.
Jerome Bosch (CRD# 1231824) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Seattle, WA and has over 40 years of experience in the finance industry.
Timothy Bovey (CRD# 2816604) is an Investment Advisor Representative working at Aspire Capital Advisors LLC in Seattle, WA and has over 27 years of experience in the finance industry.
Michael Bowers (CRD# 1436438) is an Investment Advisor Representative working at Pnw Asset Management in Seattle, WA and has over 12 years of experience in the finance industry.
Robert Bowman (CRD# 2269493) is an Investment Advisor Representative working at D.a. Davidson & Company in Seattle, WA and has over 31 years of experience in the finance industry.
Brian Boyden (CRD# 4490120) is an Investment Advisor Representative working at D.a. Davidson & Company in Seattle, WA and has over 21 years of experience in the finance industry.
Timothy Boyle (CRD# 4826178) is an Investment Advisor Representative working at Radix Wealth in Scottsdale, AZ and has over 19 years of experience in the finance industry.
Celina Bradshaw (CRD# 1886399) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Seattle, WA and has over 29 years of experience in the finance industry.
Jenna Brazile (CRD# 5176157) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 13 years of experience in the finance industry. Jenna Brazile 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.