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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
Gregg Sautter (CRD# 1440761) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Missoula, MT and has over 38 years of experience in the finance industry.
Lucca Scariano (CRD# 6331436) is an Investment Advisor Representative working at Edward Jones in Missoula, MT and has over 8 years of experience in the finance industry.
Greg Schmautz (CRD# 1036067) is an Investment Advisor Representative working at Lpl Financial LLC in Missoula, MT and has over 40 years of experience in the finance industry. Greg Schmautz 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.
Deborah Sesa Gantz (CRD# 7008872) is an Investment Advisor Representative working at Edward Jones in Hamilton, MT and has over 5 years of experience in the finance industry.
Samuel Sharples (CRD# 6316554) is an Investment Advisor Representative working at Lpl Financial LLC in Missoula, MT and has over 9 years of experience in the finance industry.
Debra Smith (CRD# 1275814) is an Investment Advisor Representative working at Lpl Financial LLC in Missoula, MT and has over 39 years of experience in the finance industry.
Robert Smith (CRD# 5507477) is an Investment Advisor Representative working at Edward Jones in Missoula, MT and has over 16 years of experience in the finance industry.
Sydney Stabio (CRD# 4998665) is an Investment Advisor Representative working at D.a. Davidson & Company in Missoula, MT and has over 17 years of experience in the finance industry. Sydney Stabio 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.
Erin Steele (CRD# 5403866) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Missoula, MT and has over 12 years of experience in the finance industry.
Johnathan Strong (CRD# 6500312) is an Investment Advisor Representative working at Wells Fargo Advisors in Missoula, MT and has over 8 years of experience in the finance industry. Johnathan Strong 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.