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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
Walter Nissen (CRD# 2822315) is an Investment Advisor Representative working at Principal Securities, Inc. in Davenport, IA and has over 27 years of experience in the finance industry.
Amber O'brien (CRD# 6875236) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Davenport, IA and has over 6 years of experience in the finance industry.
Taylor O'neill (CRD# 6274622) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Davenport, IA and has over 8 years of experience in the finance industry. Taylor O'neill 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.
Frederick Palen (CRD# 840329) is an Investment Advisor Representative working at Palen Financial LLC in Davenport, IA and has over 35 years of experience in the finance industry.
Heidi Parkhurst (CRD# 2639911) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Davenport, IA and has over 28 years of experience in the finance industry.
John Parkhurst (CRD# 2610474) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Davenport, IA and has over 28 years of experience in the finance industry.
Andrew Parrish (CRD# 4524145) 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.
John Pavelka (CRD# 3004930) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Davenport, IA and has over 26 years of experience in the finance industry. John Pavelka 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.
Jeffrey Peters (CRD# 2580603) 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.
David Poole (CRD# 5068883) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Davenport, IA and has over 18 years of experience in the finance industry.