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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
Maria Lourdes Sevilla (CRD# 4056003) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lakewood, WA and has over 22 years of experience in the finance industry.
Christopher Woods (CRD# 6463946) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lakewood, WA and has over 8 years of experience in the finance industry.
Song Yi (CRD# 4209624) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Lakewood, WA and has over 21 years of experience in the finance industry. Song Yi 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.
Victor Beling (CRD# 7712528) is an Investment Advisor Representative working at Lpl Financial LLC in Lakewood, WA and has 1 year of experience in the finance industry.
Jiahui Feng (CRD# 7250503) is an Investment Advisor Representative working at First Command Advisory Services in Lakewood, WA and has over 3 years of experience in the finance industry.
Jarron Janski (CRD# 7663914) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lakewood, WA and has 1 year of experience in the finance industry.
Cuicui Randolph (CRD# 7454087) is an Investment Advisor Representative working at First Command Advisory Services in Lakewood, WA and has 1 year of experience in the finance industry.
Providing retirement income and tax planning for physicians and professionals
Eric Maclean (CRD# 5925615) is an Investment Advisor Representative and President at Maclean Wealth Planning, LLC in University Place, WA and has over 30 years of experience in the financial services industry.
I’ve been helping clients solve financial issues for over 30 years. As a Chartered Financial Consultant® and Investment Advisor Representative, I’m well equipped to provide you with the knowledge and advice on a wide array of financial concerns, including retirement income planning, 401k rollovers, wealth...
Kye Abraham (CRD# 872944) is an Investment Advisor Representative working at Abraham & Company, Inc. in Gig Harbor, WA and has over 43 years of experience in the finance industry.