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Susan C
Series 63, Series 65
Seattle, WA
Raymond James Financial
Susan Chandler is a financial advisor at Raymond James Financial Services Advisors, Inc. based in Seattle, WA, with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked with firms including Steward Partners Investment Solutions and Cetera. Chandler also works as a private banker with Umpqua Bank and is associated with Columbia Wealth Advisors in a referral capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, and supports municipal and public finance services through its unique affiliations.
Mark D
Series 66
Seattle, WA
Raymond James Financial
Mark Defeo is a financial advisor at Raymond James Financial with a Series 66 designation and 26 years of industry experience. His career includes roles at Cetera, Columbia Bank, Steward Partners Investment Solutions, Umpqua Bank, and U.S. Bank. Outside of advisory work, he is involved with Columbia Wealth Advisors, where he refers clients for investment management, financial planning, and insurance services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored financial planning and investment consulting using analytical tools and supports non-discretionary advisory programs and institutional consulting across a large advisor network.
Andrew H
Series 63, Series 65
Seattle, WA
Raymond James Financial
Andrew Henrickson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Cetera, Umpqua Bank, Columbia State Bank, and Citigroup Global Markets. He is also involved in managing rental real estate through partnerships and investment activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through affiliations uncommon among large institutional advisors.
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