-
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
David Jarvill (CRD# 2119742) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Charles City, IA and has over 33 years of experience in the finance industry. David Jarvill 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.
Joseph Jaszemski (CRD# 6139519) is an Investment Advisor Representative working at Lpl Financial LLC in Clarksville, IA and has over 11 years of experience in the finance industry.
Kristian Lamont (CRD# 5625421) is an Investment Advisor Representative working at Lpl Financial LLC in Clear Lake, IA and has over 15 years of experience in the finance industry. Kristian Lamont 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.
Kristy Marquis (CRD# 4460115) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mason City, IA and has over 22 years of experience in the finance industry.
William Martin (CRD# 1669836) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mason City, IA and has over 36 years of experience in the finance industry.
Laura Norcross (CRD# 4328039) is an Investment Advisor Representative working at Principal Securities, Inc. in Mason City, IA and has over 9 years of experience in the finance industry.
Erin Ort (CRD# 4569292) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clear Lake, IA and has over 21 years of experience in the finance industry.
Jeremy Peters (CRD# 4171838) is an Investment Advisor Representative working at Commonwealth Financial Network in Mason City, IA and has over 23 years of experience in the finance industry.
Spenser Rahm (CRD# 5792536) is an Investment Advisor Representative working at Lpl Financial LLC in Clear Lake, IA and has over 13 years of experience in the finance industry.
Richard Ryan (CRD# 5828789) is an Investment Advisor Representative working at Rda Financial Network in Mason City, IA and has over 13 years of experience in the finance industry.