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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
Taralee Sundberg (CRD# 6714293) is an Investment Advisor Representative working at Edelman Financial Engines in Lynnwood, WA and has over 7 years of experience in the finance industry.
Candace Swayne (CRD# 4272082) is an Investment Advisor Representative working at Wms Wealth Management LLC in Mukilteo, WA and has over 6 years of experience in the finance industry.
Zachary Sweeny (CRD# 5893305) is an Investment Advisor Representative working at Lpl Financial LLC in Lynnwood, WA and has over 13 years of experience in the finance industry.
Patrick Swesey (CRD# 2071725) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Edmonds, WA and has over 33 years of experience in the finance industry.
Paul Swesey (CRD# 6427402) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Edmonds, WA and has over 9 years of experience in the finance industry.
Deborah Tanner (CRD# 6003114) is an Investment Advisor Representative working at Edward Jones in Kingston, WA and has over 12 years of experience in the finance industry.
Christopher Teofilak (CRD# 5042836) is an Investment Advisor Representative working at Clear Wealth Management in Lynnwood, WA and has over 18 years of experience in the finance industry. Christopher Teofilak 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.
Aaron Terwedo (CRD# 6163090) is an Investment Advisor Representative working at Tfs Advisors, LLC in Edmonds, WA and has over 7 years of experience in the finance industry.
Dale Terwedo (CRD# 1235948) is an Investment Advisor Representative working at Tfs Advisors, LLC in Edmonds, WA and has over 40 years of experience in the finance industry. Dale Terwedo 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.
Vincent Thomas (CRD# 4585899) is an Investment Advisor Representative working at Lpl Financial LLC in Stanwood, WA and has over 21 years of experience in the finance industry.