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Distance Only Mercer Island, WA
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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
Yelena Alhadeff (CRD# 5713068) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mercer Island, WA and has over 14 years of experience in the finance industry.
Noura Alsheikh (CRD# 4917381) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 19 years of experience in the finance industry.
Albert Angel (CRD# 5664018) is an Investment Advisor Representative working at Edward Jones in Mercer Island, WA and has over 14 years of experience in the finance industry.
Susan Barnett (CRD# 3021988) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mercer Island, WA and has over 26 years of experience in the finance industry.
Cherie Barton (CRD# 2472482) is an Investment Advisor Representative working at Wells Fargo Advisors in Mercer Island, WA and has over 30 years of experience in the finance industry.
Benjamin Bear (CRD# 4316988) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mercer Island, WA and has over 23 years of experience in the finance industry.
David Bigelow (CRD# 6926689) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has over 6 years of experience in the finance industry. David Bigelow 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.
Jeffrey Blumenthal (CRD# 2706385) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mercer Island, WA and has over 28 years of experience in the finance industry.
Elliott Brink (CRD# 2327301) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has over 24 years of experience in the finance industry. Elliott Brink 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.
Gregory Brown (CRD# 5276924) is an Investment Advisor Representative working at The Caprock Group, LLC in Mercer Island, WA and has over 17 years of experience in the finance industry.