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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
Alex Meehan (CRD# 6494887) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Duluth, MN and has over 4 years of experience in the finance industry. Alex Meehan 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.
Heidi Mengelkoch (CRD# 7329328) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Duluth, MN and has over 2 years of experience in the finance industry.
Barbara Nelson (CRD# 7474689) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Duluth, MN and has over 2 years of experience in the finance industry.
Brady Neumann (CRD# 7481032) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Duluth, MN and has 1 year of experience in the finance industry.
Christa Scheider (CRD# 7807478) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Duluth, MN and has 1 year of experience in the finance industry.
Lindsey Shinners (CRD# 7322034) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Duluth, MN and has over 2 years of experience in the finance industry. Lindsey Shinners 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.
Sebastian Sullivan (CRD# 7679955) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Duluth, MN and has 1 year of experience in the finance industry.
Augusto Vladusic (CRD# 7591236) is an Investment Advisor Representative working at Morgan Stanley in Duluth, MN and has over 2 years of experience in the finance industry.
Sarah Wildes (CRD# 7126669) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, MN and has over 3 years of experience in the finance industry.
Jennifer Williams (CRD# 5609752) is an Investment Advisor Representative working at Morgan Stanley in Duluth, MN and has 1 year of experience in the finance industry.