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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
Kimberly Rauch (CRD# 7422218) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poulsbo, WA and has over 2 years of experience in the finance industry.
Anthony Sanders (CRD# 7213811) is an Investment Advisor Representative working at Edward Jones in Port Angeles, WA and has over 4 years of experience in the finance industry.
Connor Smith (CRD# 7787864) is an Investment Advisor Representative working at Edward Jones in Poulsbo, WA and has 1 year of experience in the finance industry.
Jennifer Statler (CRD# 6111563) is an Investment Advisor Representative working at Commonwealth Financial Network in Port Townsend, WA and has over 5 years of experience in the finance industry. Jennifer Statler 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.
Aaron Tabor (CRD# 7581644) is an Investment Advisor Representative working at Edward Jones in Oak Harbor, WA and has 1 year of experience in the finance industry.
Shai Weinbaum (CRD# 6180967) is an Investment Advisor Representative working at Shai Weinbaum Investment Management in Poulsbo, WA and has over 11 years of experience in the finance industry.
Jason Wilson (CRD# 7493195) is an Investment Advisor Representative working at Hallett Advisors in Port Angeles, WA and has over 2 years of experience in the finance industry.