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Distance Only Everett, 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
Steven Josephsen (CRD# 1905797) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Everett, WA and has over 35 years of experience in the finance industry.
Taylor Justice (CRD# 6600258) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Everett, WA and has over 7 years of experience in the finance industry.
James Kellett (CRD# 2514984) is an Investment Advisor Representative working at Edward Jones in Everett, WA and has over 29 years of experience in the finance industry.
Sean Kelly (CRD# 2423041) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Everett, WA and has over 30 years of experience in the finance industry.
Scott Kirkpatrick (CRD# 4750143) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Everett, WA and has over 20 years of experience in the finance industry.
Robert Kovich (CRD# 1362386) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Everett, WA and has over 38 years of experience in the finance industry.
Darron Kuehn (CRD# 5057826) is an Investment Advisor Representative working at Pacific Crest Financial Advisors, LLC in Everett, WA and has over 16 years of experience in the finance industry.
Lars Landrie (CRD# 1967590) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Everett, WA and has over 34 years of experience in the finance industry. Lars Landrie 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.
Daniel Leach (CRD# 4969503) is an Investment Advisor Representative working at D.a. Davidson & Company in Everett, WA and has over 18 years of experience in the finance industry.
Sandra Lehning (CRD# 1393241) is an Investment Advisor Representative working at D.a. Davidson & Company in Everett, WA and has over 19 years of experience in the finance industry.