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Distance Only Fargo, ND
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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
Paul Light (CRD# 1986167) is an Investment Advisor Representative working at Light Financial Services, Inc. in Fargo, ND and has over 34 years of experience in the finance industry. Paul Light 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.
Jody Liljequist-Greuel (CRD# 2624638) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fargo, ND and has over 28 years of experience in the finance industry.
William Loberg (CRD# 4418093) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fargo, ND and has over 22 years of experience in the finance industry.
Antony Luz (CRD# 2434293) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fargo, ND and has over 30 years of experience in the finance industry.
Cynthia Magnuson (CRD# 5609930) is an Investment Advisor Representative working at Edward Jones in Fargo, ND and has over 15 years of experience in the finance industry.
Jared Maher (CRD# 4475591) is an Investment Advisor Representative working at Eagle Strategies LLC in Fargo, ND and has over 22 years of experience in the finance industry.
David Mann (CRD# 4744708) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fargo, ND and has over 20 years of experience in the finance industry.
Robert Mastel (CRD# 6099710) is an Investment Advisor Representative working at Rpm Advisors, LLC in Fargo, ND and has 1 year of experience in the finance industry. Robert Mastel 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.
Jay Matthews (CRD# 2734702) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Fargo, ND and has over 27 years of experience in the finance industry. Jay Matthews 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.
Angela McCarthy (CRD# 2266562) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fargo, ND and has over 27 years of experience in the finance industry.