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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
Brianna Palarion (CRD# 5557799) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Eugene, OR and has over 15 years of experience in the finance industry.
Jennifer Paterson (CRD# 7111630) is an Investment Advisor Representative working at Journeytree Financial Advisors in Eugene, OR and has over 4 years of experience in the finance industry.
Jonathan Powell (CRD# 7823188) is an Investment Advisor Representative working at Ksb Financial Services, LLC in Eugene, OR and has 1 year of experience in the finance industry.
Shiloh Powers (CRD# 7151798) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Eugene, OR and has over 4 years of experience in the finance industry. Shiloh Powers 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.
Sean Ritchie (CRD# 7229467) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 4 years of experience in the finance industry. Sean Ritchie 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.
Annaliese Ruiz (CRD# 7635095) is an Investment Advisor Representative working at Roehl & Yi Investment Advisors, LLC in Eugene, OR and has 1 year of experience in the finance industry.
Alexander Schwarte (CRD# 7045674) is an Investment Advisor Representative working at Eagle Strategies LLC in Eugene, OR and has over 4 years of experience in the finance industry.
Emily Secord (CRD# 5919546) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Eugene, OR and has over 12 years of experience in the finance industry. Emily Secord 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.
Sarah Skortman (CRD# 7598696) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has 1 year of experience in the finance industry.
Richard Smith (CRD# 7496658) is an Investment Advisor Representative working at Edward Jones in Eugene, OR and has over 2 years of experience in the finance industry.