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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
Andrea Moran (CRD# 5458135) is an Investment Advisor Representative working at Lpl Financial LLC in Lynnwood, WA and has over 7 years of experience in the finance industry.
Sharon Morganti (CRD# 2434592) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Everett, WA and has over 18 years of experience in the finance industry.
Howard Morin (CRD# 5334930) is an Investment Advisor Representative working at Helium Advisors LLC in Everett, WA and has over 16 years of experience in the finance industry.
William Morrissey (CRD# 1062654) is an Investment Advisor Representative working at Ep Wealth Advisors in Mount Vernon, WA and has over 41 years of experience in the finance industry. William Morrissey 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.
Mary Mortensen (CRD# 2734286) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Edmonds, WA and has over 28 years of experience in the finance industry.
Martin Mosbacker (CRD# 2429373) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lake Stevens, WA and has over 26 years of experience in the finance industry.
Steven Muckley (CRD# 4487253) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mill Creek, WA and has over 18 years of experience in the finance industry.
Kris Muhlestein (CRD# 5665804) is an Investment Advisor Representative working at Comprehensive Wealth Management in Lynnwood, WA and has over 14 years of experience in the finance industry.
Stephen Muller (CRD# 3146397) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marysville, WA and has over 25 years of experience in the finance industry.
Daniel Murphy (CRD# 1855495) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Spokane, WA and has over 34 years of experience in the finance industry.