-
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
Nicolas Calvi (CRD# 5928615) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tacoma, WA and has over 12 years of experience in the finance industry.
Steven Carpmail (CRD# 2941792) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tacoma, WA and has over 26 years of experience in the finance industry.
Jeffrey Casey (CRD# 2132517) is an Investment Advisor Representative working at Mml Investors Services, LLC in Tacoma, WA and has over 33 years of experience in the finance industry.
Elaine Chan (CRD# 4995818) is an Investment Advisor Representative working at Fioh Global Asset Management And Strategies, LLC in Tacoma, WA and has over 18 years of experience in the finance industry. Elaine Chan 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.
Floyd Chapman (CRD# 1356872) is an Investment Advisor Representative working at Sb Advisory, LLC in Tacoma, WA and has over 37 years of experience in the finance industry.
Robert Chenier (CRD# 5670463) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tacoma, WA and has over 14 years of experience in the finance industry.
Warren Child (CRD# 1100265) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tacoma, WA and has over 41 years of experience in the finance industry.
Joseph Cilley (CRD# 3265431) is an Investment Advisor Representative working at Merit Financial Advisors in Tacoma, WA and has over 23 years of experience in the finance industry. Joseph Cilley 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.
Tammy Cole (CRD# 6248900) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tacoma, WA and has over 6 years of experience in the finance industry.
Claude Conlin (CRD# 1150150) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Tacoma, WA and has over 28 years of experience in the finance industry.