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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
Jason Peterson (CRD# 6987494) 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.
Seddrick Robinson (CRD# 7276200) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tigard, OR and has over 3 years of experience in the finance industry.
Kalin Rooney (CRD# 6662354) is an Investment Advisor Representative working at Lpl Financial LLC in Tigard, OR and has over 6 years of experience in the finance industry.
James Roundy (CRD# 7004086) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Tigard, OR and has 1 year of experience in the finance industry. James Roundy 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.
Kevin Schwartz (CRD# 7193588) 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.
Rupa Shrestha (CRD# 6183168) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tigard, OR and has over 5 years of experience in the finance industry.
Forrest Strickland (CRD# 6933244) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tigard, OR and has over 4 years of experience in the finance industry.
Tina Thom (CRD# 6991113) 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.
Peter Weber (CRD# 6167240) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tigard, OR and has over 11 years of experience in the finance industry.
Bryce Williams (CRD# 7561710) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tigard, OR and has 1 year of experience in the finance industry.