-
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
James Cross (CRD# 2254010) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Clive, IA and has over 31 years of experience in the finance industry. James Cross 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.
Timothy Derouin (CRD# 2554447) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Clive, IA and has over 26 years of experience in the finance industry.
Steven Devenney (CRD# 2468528) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Clive, IA and has over 29 years of experience in the finance industry.
Alexandre Ducharme (CRD# 6477981) is an Investment Advisor Representative working at Woodlands Capital Management, LLC in Clive, IA and has 1 year of experience in the finance industry.
Nicholas Feledy (CRD# 6126682) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Clive, IA and has over 11 years of experience in the finance industry.
Grant Fischer (CRD# 5175369) is an Investment Advisor Representative working at Edward Jones in Clive, IA and has over 17 years of experience in the finance industry. Grant Fischer 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.
Austin Fisher (CRD# 6271564) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Clive, IA and has over 9 years of experience in the finance industry.
John Fisher (CRD# 717248) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Clive, IA and has over 43 years of experience in the finance industry.
David Gray (CRD# 3065356) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Clive, IA and has over 25 years of experience in the finance industry.
Matthew Gredys (CRD# 6172177) is an Investment Advisor Representative working at Independent Financial Partners in Clive, IA and has over 5 years of experience in the finance industry.