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Distance Only Lynnwood, 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
Christopher Stein (CRD# 3258677) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lynnwood, WA and has over 24 years of experience in the finance industry. Christopher Stein 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.
Sheldon Stephen (CRD# 5910494) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lynnwood, WA and has over 12 years of experience in the finance industry.
Susannah Stuckey (CRD# 6638933) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Lynnwood, WA and has over 7 years of experience in the finance industry.
Taralee Sundberg (CRD# 6714293) is an Investment Advisor Representative working at Edelman Financial Engines in Lynnwood, WA and has over 7 years of experience in the finance industry.
Zachary Sweeny (CRD# 5893305) is an Investment Advisor Representative working at Lpl Financial LLC in Lynnwood, WA and has over 12 years of experience in the finance industry.
Christopher Teofilak (CRD# 5042836) is an Investment Advisor Representative working at Clear Wealth Management in Lynnwood, WA and has over 17 years of experience in the finance industry. Christopher Teofilak 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.
Hoa (sandra) Truong (CRD# 2056132) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Lynnwood, WA and has over 33 years of experience in the finance industry.
Keith Vonderharr (CRD# 6303933) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Lynnwood, WA and has over 9 years of experience in the finance industry.
Gerald Wallace (CRD# 1845017) is an Investment Advisor Representative working at Lpl Financial LLC in Lynnwood, WA and has over 29 years of experience in the finance industry.
Geoffrey Wendover (CRD# 3254502) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lynnwood, WA and has over 24 years of experience in the finance industry.