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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
Timothy Sieh (CRD# 1911915) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, MN and has over 35 years of experience in the finance industry. Timothy Sieh 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.
Robert Soyring (CRD# 2673422) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, MN and has over 28 years of experience in the finance industry.
Michael Stellmaker (CRD# 4062376) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Duluth, MN and has over 24 years of experience in the finance industry.
Jade Swanson (CRD# 5904746) is an Investment Advisor Representative working at Lpl Financial LLC in Duluth, MN and has over 11 years of experience in the finance industry. Jade Swanson 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.
Allen Swenson (CRD# 6920131) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Duluth, MN and has over 5 years of experience in the finance industry.
Carol Taran (CRD# 4024216) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Duluth, MN and has over 20 years of experience in the finance industry.
Kyle Tomaich (CRD# 5880635) is an Investment Advisor Representative working at Wells Fargo Advisors in Duluth, MN and has over 12 years of experience in the finance industry.
Tiffany Tomassoni (CRD# 6835691) is an Investment Advisor Representative working at Commonwealth Financial Network in Duluth, MN and has over 6 years of experience in the finance industry. Tiffany Tomassoni 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.
Gregory Toscano (CRD# 2485143) is an Investment Advisor Representative working at Principal Securities, Inc. in Duluth, MN and has over 29 years of experience in the finance industry.
Linda Walli (CRD# 2841212) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Duluth, MN and has over 25 years of experience in the finance industry.