-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
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.
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.
Matthew Nichols (CRD# 6184808) is an Investment Advisor Representative working at Edward Jones in Mount Vernon, WA and has over 10 years of experience in the finance industry.
Seth Nilson (CRD# 6100714) is an Investment Advisor Representative working at Edward Jones in Stanwood, WA and has over 11 years of experience in the finance industry.
Thomas Nowak (CRD# 4889722) is an Investment Advisor Representative working at Quantum Financial Planning LLC in Langley, WA and has over 19 years of experience in the finance industry. Thomas Nowak 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.
Eric Oczkewicz (CRD# 6895702) is an Investment Advisor Representative working at Lpl Financial LLC in Mount Vernon, WA and has over 5 years of experience in the finance industry.
Terrance Oneil (CRD# 3263136) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Langley, WA and has over 24 years of experience in the finance industry.
Warren Phillips (CRD# 3104701) is an Investment Advisor Representative working at Edward Jones in Arlington, WA and has over 25 years of experience in the finance industry.
Steve Piccini (CRD# 2224998) is an Investment Advisor Representative working at D.a. Davidson & Company in Burlington, WA and has over 32 years of experience in the finance industry.
Jeffrey Pietsch (CRD# 6011071) is an Investment Advisor Representative working at Eastsound Capital Advisors LLC in Eastsound, WA and has 14 years of experience in the finance industry.
The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Mr. Pietsch is also a co-registered representative of CONCERT...