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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
Joseph Alfonso (CRD# 4836972) is an Investment Advisor Representative working at Aegis Financial Advisory in Lake Oswego, OR and has over 20 years of experience in the finance industry. Joseph Alfonso 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.
Hazem Algendi (CRD# 6532152) is an Investment Advisor Representative working at Paulson Investment Advisors, LLC in Portland, OR and has 1 year of experience in the finance industry.
Brandon Allain (CRD# 6366428) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 9 years of experience in the finance industry.
Gregory Allen (CRD# 4395102) is an Investment Advisor Representative working at Wellspring Advisors, Inc. in Lake Oswego, OR and has over 17 years of experience in the finance industry. Gregory Allen 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.
Kori Allen (CRD# 1845744) is an Investment Advisor Representative working at Pearl Wealth LLC in Portland, OR and has over 32 years of experience in the finance industry. Kori Allen 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.
Litonya Allen (CRD# 6617305) is an Investment Advisor Representative working at Insight Financial in Tigard, OR and has over 7 years of experience in the finance industry.
Jessica Allison (CRD# 5690348) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 6 years of experience in the finance industry. Jessica Allison 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.
Emiliano Alonso (CRD# 3044301) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lake Oswego, OR and has over 25 years of experience in the finance industry.
Stephen Altman (CRD# 2795104) is an Investment Advisor Representative working at True Private Wealth Advisors, LLC in Salem, OR and has over 27 years of experience in the finance industry.
Vertin Alvarez Vargas (CRD# 6891328) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portland, OR and has over 6 years of experience in the finance industry.