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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
Ruksar Karmali (CRD# 7037867) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Yakima, WA and has 1 year of experience in the finance industry.
Aaron Marlow (CRD# 7287757) is an Investment Advisor Representative working at Equitable Advisors, LLC in Yakima, WA and has over 3 years of experience in the finance industry.
Steve Montgomery (CRD# 4919043) is an Investment Advisor Representative working at Legion Private Wealth Management in Ellensburg, WA and has over 19 years of experience in the finance industry.
Aaron Norton (CRD# 7788725) is an Investment Advisor Representative working at Edward Jones in Ellensburg, WA and has 1 year of experience in the finance industry.
Karyn Rowe (CRD# 7421071) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Yakima, WA and has over 2 years of experience in the finance industry.
Tanner Sloan (CRD# 7503445) is an Investment Advisor Representative working at Morgan Stanley in Yakima, WA and has 1 year of experience in the finance industry.
Chelsie Smith (CRD# 7208947) is an Investment Advisor Representative working at Leonard Rickey Investment Advisors, P.l.l.c. in Yakima, WA and has 1 year of experience in the finance industry. Chelsie Smith 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.
Timothy Surber (CRD# 7234933) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Yakima, WA and has over 3 years of experience in the finance industry.
Kathleen Wilmes (CRD# 7239983) is an Investment Advisor Representative working at Edward Jones in Yakima , WA and has over 3 years of experience in the finance industry.