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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
Eric Adler (CRD# 2113992) is an Investment Advisor Representative working at Mariner Wealth in Mcminnville, OR and has over 21 years of experience in the finance industry.
Scott Adler (CRD# 3141860) is an Investment Advisor Representative working at Range Financial Group, LLC in Tigard, OR and has over 25 years of experience in the finance industry.
Wendy Adler (CRD# 5103186) is an Investment Advisor Representative working at Lindberg & Ripple in Palm Beach Gardens, FL and has over 16 years of experience in the finance industry. Wendy Adler 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.
Ashwini Ahluwalia (CRD# 1783739) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 36 years of experience in the finance industry. Ashwini Ahluwalia 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.
Roxana Ahmadifard (CRD# 6849056) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Portland, OR and has over 6 years of experience in the finance industry.
Rachel Akerson (CRD# 6461758) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Portland, OR and has over 7 years of experience in the finance industry.
Douglas Albo (CRD# 2382511) is an Investment Advisor Representative working at Capital Income Management, LLC in Sherwood, OR and has over 30 years of experience in the finance industry.
Jeffrey Albright (CRD# 4637645) is an Investment Advisor Representative working at Edward Jones in Portland, OR and has over 21 years of experience in the finance industry.
Steven Aldrink (CRD# 5847291) is an Investment Advisor Representative working at Edward Jones in Portland, OR and has over 13 years of experience in the finance industry.
Christina Aleckson (CRD# 3260020) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Beaverton, OR and has over 24 years of experience in the finance industry.