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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
Dallas Otter (CRD# 1567703) is an Investment Advisor Representative working at Global Retirement Partners LLC in Mercer Island, WA and has over 30 years of experience in the finance industry.
Joseph Peters (CRD# 3013731) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 26 years of experience in the finance industry.
Roseann Pinciotto (CRD# 5742483) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mercer Island, WA and has over 14 years of experience in the finance industry.
Ann Poloko (CRD# 2627095) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 28 years of experience in the finance industry. Ann Poloko 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.
Mahum Prasad (CRD# 6317849) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 7 years of experience in the finance industry.
James Raabe (CRD# 2083920) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Mercer Island, WA and has over 33 years of experience in the finance industry.
James Richards (CRD# 2264122) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mercer Island, WA and has over 31 years of experience in the finance industry.
David Richardson (CRD# 4287962) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mercer Island, WA and has over 23 years of experience in the finance industry.
Jeffrey Ross (CRD# 735840) is an Investment Advisor Representative working at The Planner's Edge LLC in Mercer Island, WA and has over 39 years of experience in the finance industry. Jeffrey Ross 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.
Ryan Rourke (CRD# 6060980) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 9 years of experience in the finance industry.