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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 Ripley (CRD# 2136504) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Spokane, WA and has over 33 years of experience in the finance industry.
Rizwan Rizwi (CRD# 3215582) is an Investment Advisor Representative working at Sar Wealth Management in Lynnwood, WA and has over 24 years of experience in the finance industry.
Helen Rouzanov (CRD# 3193412) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lynnwood, WA and has over 25 years of experience in the finance industry. Helen Rouzanov 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.
Brittany Rue (CRD# 6541107) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Edmonds, WA and has over 7 years of experience in the finance industry.
Jacob Sandberg (CRD# 6239637) is an Investment Advisor Representative working at Financial Advocates Investment Management in Edmonds, WA and has over 9 years of experience in the finance industry.
Eric Sandstrom (CRD# 6693742) is an Investment Advisor Representative working at Lpl Financial LLC in Lynnwood, WA and has over 7 years of experience in the finance industry.
Derrik Sankey (CRD# 6085339) is an Investment Advisor Representative working at Edward Jones in Shoreline, WA and has over 8 years of experience in the finance industry.
William Schatz (CRD# 2208413) is an Investment Advisor Representative working at Lincoln Investment in Stanwood, WA and has over 32 years of experience in the finance industry. William Schatz 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.
Juergen Schatzer (CRD# 6934822) is an Investment Advisor Representative working at Principal Securities, Inc. in Shoreline, WA and has over 5 years of experience in the finance industry.
Timothy Schell (CRD# 6060324) is an Investment Advisor Representative working at Edward Jones in Edmonds, WA and has over 11 years of experience in the finance industry.