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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
Erich Feller (CRD# 6074652) is an Investment Advisor Representative working at Principal Securities, Inc. in Charles City, IA and has over 11 years of experience in the finance industry. Erich Feller 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.
William Feller (CRD# 1807994) is an Investment Advisor Representative working at Principal Securities, Inc. in Charles City, IA and has over 18 years of experience in the finance industry. William Feller 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.
Jeremy Heyer (CRD# 5911200) is an Investment Advisor Representative working at Edward Jones in Charles City, IA and has over 12 years of experience in the finance industry.
David Jarvill (CRD# 2119742) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Charles City, IA and has over 33 years of experience in the finance industry. David Jarvill 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.
Mark Sindlinger (CRD# 2126010) is an Investment Advisor Representative working at Edward Jones in Charles City, IA and has over 33 years of experience in the finance industry.
David Sloter (CRD# 1094108) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charles City, IA and has over 32 years of experience in the finance industry.
Arcon Concepcion (CRD# 4912985) is an Investment Advisor Representative working at Lpl Financial LLC in Charles City, IA and has over 14 years of experience in the finance industry.
Eric Miller (CRD# 7658057) is an Investment Advisor Representative working at Principal Securities, Inc. in Charles City, IA and has 1 year of experience in the finance industry.
Jeremy Rogstad (CRD# 5672824) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Charles City, IA and has over 14 years of experience in the finance industry.
Jessie Schultz (CRD# 7007973) is an Investment Advisor Representative working at Edward Jones in Charles City, IA and has over 3 years of experience in the finance industry.