-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
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.
Patrick Pfahl (CRD# 1654162) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Duluth, MN and has over 13 years of experience in the finance industry.
Kevin Pilon (CRD# 6614870) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Duluth, MN and has over 7 years of experience in the finance industry.
James Proctor (CRD# 1035169) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Duluth, MN and has over 42 years of experience in the finance industry. James Proctor 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.
Kara Proctor (CRD# 5719166) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Duluth, MN and has over 10 years of experience in the finance industry. Kara Proctor 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.
David Raimo (CRD# 3041461) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Duluth, MN and has over 25 years of experience in the finance industry.