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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
Daniel Kalmikov (CRD# 6950096) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tigard, OR and has over 5 years of experience in the finance industry.
Shiloh Kamrath (CRD# 7302916) is an Investment Advisor Representative working at Lpl Financial LLC in Tigard, OR and has over 2 years of experience in the finance industry.
Andrew Kehdi (CRD# 7385135) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tigard, OR and has 1 year of experience in the finance industry.
Matthew Larson (CRD# 5713011) is an Investment Advisor Representative working at Mariner Wealth in Tigard, OR and has over 14 years of experience in the finance industry.
Christine Leffler (CRD# 7340168) is an Investment Advisor Representative working at Edward Jones in Tigard, OR and has over 2 years of experience in the finance industry.
Evangeline Manzon (CRD# 7042373) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tigard, OR and has over 4 years of experience in the finance industry.
Jane Matson (CRD# 7434626) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tigard, OR and has over 2 years of experience in the finance industry.
Trevor McBride (CRD# 6602945) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Tigard, OR and has over 8 years of experience in the finance industry.
Brett McNeil (CRD# 7640127) is an Investment Advisor Representative working at Edward Jones in Tigard, OR and has 1 year of experience in the finance industry.
Kyle Moran (CRD# 6967242) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tigard, OR and has over 4 years of experience in the finance industry. Kyle Moran 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.