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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
Cheryl Meese (CRD# 870665) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Duluth, MN and has over 44 years of experience in the finance industry. Cheryl Meese 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.
Kristin Montgomery (CRD# 5648747) is an Investment Advisor Representative working at Lpl Financial LLC in Duluth, MN and has over 10 years of experience in the finance industry. Kristin Montgomery 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.
Daniel Moseley (CRD# 5863325) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Duluth, MN and has over 11 years of experience in the finance industry.
Kyle Ness (CRD# 2535877) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Duluth, MN and has over 12 years of experience in the finance industry.
Lindsey Okstad (CRD# 5050896) is an Investment Advisor Representative working at Lpl Financial LLC in Duluth, MN and has over 18 years of experience in the finance industry.
Michael Owens (CRD# 4306704) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Duluth, MN and has over 23 years of experience in the finance industry.
Kristi Palmer (CRD# 1288464) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, MN and has over 33 years of experience in the finance industry.
Steven Patronas (CRD# 2677499) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Duluth, MN and has over 28 years of experience in the finance industry.
Barbara Perrault (CRD# 4886385) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Duluth, MN and has over 16 years of experience in the finance industry.
Mark Peterson (CRD# 1148778) is an Investment Advisor Representative working at Principal Securities, Inc. in Duluth, MN and has over 14 years of experience in the finance industry.