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Distance Only Tacoma, 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
Jason Ledesma (CRD# 4258752) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tacoma, WA and has over 23 years of experience in the finance industry.
Daniel Lee (CRD# 6618580) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tacoma, WA and has over 7 years of experience in the finance industry.
Mee-kyong Lee (CRD# 5439729) is an Investment Advisor Representative working at Seamfi in Tacoma, WA and has over 16 years of experience in the finance industry. Mee-kyong Lee 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.
Ty Lee (CRD# 5293675) is an Investment Advisor Representative working at Mml Investors Services, LLC in Tacoma, WA and has over 17 years of experience in the finance industry.
Dorothy Lewis (CRD# 1042516) is an Investment Advisor Representative working at Financial Insights in Tacoma, WA and has over 41 years of experience in the finance industry. Dorothy Lewis 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.
Jason Lindquist (CRD# 5728205) is an Investment Advisor Representative working at Everspire in Tacoma, WA and has over 15 years of experience in the finance industry.
Scott Maloy (CRD# 1314035) is an Investment Advisor Representative working at Lpl Financial LLC in Tacoma, WA and has over 39 years of experience in the finance industry.
Juliette Marth (CRD# 6477103) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Tacoma, WA and has over 8 years of experience in the finance industry.
Dean Matz (CRD# 2604245) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tacoma, WA and has over 29 years of experience in the finance industry.
Daniel McCaffrey (CRD# 6629486) is an Investment Advisor Representative working at Financial Insights in Tacoma, WA and has over 8 years of experience in the finance industry.