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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
Eric Johannes (CRD# 2823477) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Davenport, IA and has over 24 years of experience in the finance industry. Eric Johannes 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.
Samuel Julian (CRD# 4488869) is an Investment Advisor Representative working at Ausdal Financial Partners, Inc. in Davenport, IA and has over 21 years of experience in the finance industry.
Joshua Katcher (CRD# 4833355) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Davenport, IA and has over 19 years of experience in the finance industry. Joshua Katcher 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.
Kelly Keeney (CRD# 4902081) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Davenport, IA and has over 15 years of experience in the finance industry.
Kevin Kraft (CRD# 2108764) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Davenport, IA and has over 33 years of experience in the finance industry.
Amy Kramer (CRD# 2765326) is an Investment Advisor Representative working at Quad-cities Investment Group, LLC in Davenport, IA and has over 27 years of experience in the finance industry.
David Kreiter (CRD# 2552964) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Davenport, IA and has over 25 years of experience in the finance industry.
Ying Ku (CRD# 6173985) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Davenport, IA and has over 10 years of experience in the finance industry.
Daniel Laubenthal (CRD# 4222425) is an Investment Advisor Representative working at Edward Jones in Davenport, IA and has over 23 years of experience in the finance industry.
Kevin Leet (CRD# 2537805) is an Investment Advisor Representative working at Ausdal Financial Partners, Inc. in Davenport, IA and has over 29 years of experience in the finance industry.