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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
Matthew Presjak (CRD# 1767195) is an Investment Advisor Representative working at Encompass Wealth Advisors, LLC in Portland, OR and has over 36 years of experience in the finance industry.
David Prom (CRD# 4594095) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Portland, OR and has over 21 years of experience in the finance industry.
Amanda Prows (CRD# 4933148) is an Investment Advisor Representative working at Key Investment Services LLC in King City, OR and has over 19 years of experience in the finance industry.
Samuel Prussack (CRD# 6442051) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Hillsboro, OR and has over 9 years of experience in the finance industry.
Paul Przewozniak (CRD# 6399642) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tigard, OR and has over 5 years of experience in the finance industry.
Robert Pugh (CRD# 2915210) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Portland, OR and has over 26 years of experience in the finance industry.
David Purkey (CRD# 4337588) is an Investment Advisor Representative working at Commonwealth Financial Network in Beaverton, OR and has over 23 years of experience in the finance industry. David Purkey 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.
James Pursley (CRD# 1383787) is an Investment Advisor Representative working at Mutual Advisors, LLC in Forest Grove, OR and has over 34 years of experience in the finance industry.
Kari Raglione-Tissot (CRD# 4657109) is an Investment Advisor Representative working at Consolidated Financial Management Corp. in Beaverton, OR and has over 20 years of experience in the finance industry. Kari Raglione-Tissot 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.
Courtney Ranstrom (CRD# 5648835) is an Investment Advisor Representative working at Trailhead Planners, LLC in Portland, OR and has over 15 years of experience in the finance industry. Courtney Ranstrom 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.