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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
Joel Servatius (CRD# 2605870) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Oak Harbor, WA and has over 29 years of experience in the finance industry.
Christopher Simmons (CRD# 4557990) is an Investment Advisor Representative working at D.a. Davidson & Company in Port Angeles, WA and has over 21 years of experience in the finance industry.
Sean Simmons (CRD# 6826120) is an Investment Advisor Representative working at D.a. Davidson & Company in Port Angeles, WA and has over 6 years of experience in the finance industry.
Stephen Sklar (CRD# 6332740) is an Investment Advisor Representative working at Edward Jones in Port Townsend, WA and has over 8 years of experience in the finance industry.
Gregory Smith (CRD# 5736926) is an Investment Advisor Representative working at Edward Jones in Oak Harbor, WA and has over 14 years of experience in the finance industry.
Richard Smith (CRD# 6868129) is an Investment Advisor Representative working at Edward Jones in Port Ludlow, WA and has over 6 years of experience in the finance industry.
Timothy Stelling (CRD# 2536700) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Coupeville, WA and has over 29 years of experience in the finance industry.
Todd Tidball (CRD# 1399363) is an Investment Advisor Representative working at Edward Jones in Poulsbo, WA and has over 38 years of experience in the finance industry.
Kevin Tracy (CRD# 2143932) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Port Angeles, WA and has over 32 years of experience in the finance industry.
Julie Wakefield (CRD# 5483283) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Port Townsend, WA and has over 3 years of experience in the finance industry. Julie Wakefield 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.