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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
Thomas Sherwood (CRD# 5821112) is an Investment Advisor Representative working at Headwater Investment Consulting,inc. in Mcminnville, OR and has over 13 years of experience in the finance industry.
Amanda Shine (CRD# 5978342) is an Investment Advisor Representative working at Keudell Morrison Wealth Management, LLC in Salem, OR and has over 10 years of experience in the finance industry.
Lettie Sihota (CRD# 6269967) is an Investment Advisor Representative working at Capstone Wealth Advisors, LLC in Salem, OR and has over 5 years of experience in the finance industry.
Ryan Skogstad (CRD# 4428249) is an Investment Advisor Representative working at Capstone Wealth Advisors, LLC in Salem, OR and has over 22 years of experience in the finance industry.
Shawn Skogstad (CRD# 5184533) is an Investment Advisor Representative working at Capstone Wealth Advisors, LLC in Salem, OR and has over 17 years of experience in the finance industry. Shawn Skogstad 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.
Benjamin Smith (CRD# 6779985) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Monmouth, OR and has over 8 years of experience in the finance industry.
John Smith (CRD# 1953758) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Salem, OR and has over 29 years of experience in the finance industry.
Karen Smith (CRD# 2945809) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Hood River, OR and has over 26 years of experience in the finance industry. Karen 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.
Stephanie Smith (CRD# 2773880) is an Investment Advisor Representative working at Keudell Morrison Wealth Management, LLC in Salem, OR and has over 9 years of experience in the finance industry.
Ronnie Soto (CRD# 2058674) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Salem, OR and has over 32 years of experience in the finance industry.