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Distance Only Bellevue, WA
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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
Alexander Castaneda (CRD# 7117786) is an Investment Advisor Representative working at Avier Wealth Advisors in Bellevue, WA and has over 5 years of experience in the finance industry.
David Castillo (CRD# 5452478) is an Investment Advisor Representative working at Edward Jones in Bellevue, WA and has over 16 years of experience in the finance industry.
Michele Centanni (CRD# 6731900) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellevue, WA and has over 7 years of experience in the finance industry.
Joe Cervantes (CRD# 2934811) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 26 years of experience in the finance industry. Joe Cervantes 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.
Cora Chan (CRD# 2603677) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellevue, WA and has over 29 years of experience in the finance industry.
Eric Chaney (CRD# 3016480) is an Investment Advisor Representative working at Commonwealth Financial Network in Bellevue, WA and has over 26 years of experience in the finance industry.
Amanda Chang (CRD# 5085597) is an Investment Advisor Representative working at Adele Brady Bolson Cpa Ps in Bellevue, WA and has over 18 years of experience in the finance industry.
Anne Chao (CRD# 2413472) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Bellevue, WA and has over 28 years of experience in the finance industry.
Phoebe Chao (CRD# 4715304) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bellevue, WA and has over 20 years of experience in the finance industry. Phoebe Chao 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.
Eric Chen (CRD# 6682536) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Bellevue, WA and has over 7 years of experience in the finance industry.