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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
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.
Eric Sorby (CRD# 7325865) is an Investment Advisor Representative working at Edward Jones in Eugene, OR and has over 3 years of experience in the finance industry.
Alen Suklje (CRD# 6651083) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Eugene, OR and has over 5 years of experience in the finance industry.
Darin Swall (CRD# 7012548) is an Investment Advisor Representative working at Go Wealth Management in Eugene, OR and has over 3 years of experience in the finance industry.
Margo Werner (CRD# 6665263) is an Investment Advisor Representative working at 44 Wealth Management LLC in Eugene, OR and has over 3 years of experience in the finance industry. Margo Werner 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.