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Distance Only Beaverton, OR
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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
Michael Matheny (CRD# 4614508) is an Investment Advisor Representative working at Stellar Financial Health in Beaverton, OR and has over 21 years of experience in the finance industry.
Cassidy McLemore Tavares (CRD# 7545346) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Beaverton, OR and has 1 year of experience in the finance industry.
Sarah Mendoza (CRD# 7370865) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Beaverton, OR and has over 2 years of experience in the finance industry.
Patrick Moore (CRD# 2576239) is an Investment Advisor Representative working at Edward Jones in Beaverton, OR and has over 27 years of experience in the finance industry.
Olivia Ong (CRD# 7408214) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Beaverton, OR and has over 2 years of experience in the finance industry.
Kevin Parisi (CRD# 7204622) is an Investment Advisor Representative working at Edward Jones in Beaverton, OR and has over 4 years of experience in the finance industry.
Maxwell Puzzo (CRD# 7396826) is an Investment Advisor Representative working at Lpl Financial LLC in Beaverton, OR and has over 2 years of experience in the finance industry.
Alison Ryan (CRD# 7361059) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Beaverton, OR and has over 2 years of experience in the finance industry.
Gregory Schmidlin (CRD# 4613478) is an Investment Advisor Representative working at Lpl Financial LLC in Beaverton, OR and has over 21 years of experience in the finance industry.
Andrew Smith (CRD# 6929030) is an Investment Advisor Representative working at Consolidated Financial Management Corp. in Beaverton, OR and has over 4 years of experience in the finance industry.