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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
Casey Cleveland (CRD# 3065319) is an Investment Advisor Representative working at Horst & Graben Wealth Management, LLC in Portland, OR and has over 21 years of experience in the finance industry. Casey Cleveland 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.
Ginger Cline (CRD# 1357774) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vancouver, WA and has over 35 years of experience in the finance industry.
Kasey Closs (CRD# 6698433) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wilsonville, OR and has over 7 years of experience in the finance industry. Kasey Closs 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.
Marie Clow (CRD# 1630660) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 32 years of experience in the finance industry.
James Coats (CRD# 4468874) is an Investment Advisor Representative working at Ferguson Wellman Capital Management, Inc. in Portland, OR and has over 18 years of experience in the finance industry.
Laura Coats (CRD# 4246660) is an Investment Advisor Representative working at Park Avenue Securities LLC in Beaverton, OR and has over 23 years of experience in the finance industry.
Ronnie Cobb (CRD# 1961487) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Lake Oswego, OR and has over 32 years of experience in the finance industry.
Nathan Coffey (CRD# 5700069) is an Investment Advisor Representative working at Cedar Mountain Advisors, LLC in Tigard, OR and has over 11 years of experience in the finance industry. Nathan Coffey 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.
Ann Coghill (CRD# 4415150) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Portland, OR and has over 10 years of experience in the finance industry.
Stuart Cohen (CRD# 6136270) is an Investment Advisor Representative working at Lpl Financial LLC in Tualatin, OR and has over 11 years of experience in the finance industry.