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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
Kendra Wilson (CRD# 6336559) is an Investment Advisor Representative working at Edward Jones in Carson City, NV and has over 9 years of experience in the finance industry.
Courtenay Wise (CRD# 6556497) is an Investment Advisor Representative working at Western International Securities in Crystal Bay, NV and has over 7 years of experience in the finance industry.
Roger Wittenberg (CRD# 6150285) is an Investment Advisor Representative working at Bodhi Tree Capital Management, LLC in Incline Village, NV and has over 11 years of experience in the finance industry.
Diane Woodward (CRD# 2005708) is an Investment Advisor Representative working at Mariner Independent in Incline Village, NV and has over 33 years of experience in the finance industry. Diane Woodward 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.
Eric Wyer (CRD# 4345898) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Carson City, NV and has over 22 years of experience in the finance industry.
Geoffrey Zahler (CRD# 4552610) is an Investment Advisor Representative working at Klaraos, LLC in Incline Village, NV and has over 15 years of experience in the finance industry.
Robert Webster (CRD# 2849118) is an Investment Advisor Representative working at Avantax Advisory Services in Carson City, NV and has over 12 years of experience in the finance industry.
Ralph Agostini (CRD# 4161488) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Incline Village, NV and has over 3 years of experience in the finance industry.
Misty Ambrose (CRD# 4403276) is an Investment Advisor Representative working at Edward Jones in Carson City, NV and has 1 year of experience in the finance industry.
Kyle Ashcraft (CRD# 7416144) is an Investment Advisor Representative working at Edward Jones in Carson City, NV and has over 2 years of experience in the finance industry.