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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
Ricardo Pertierra (CRD# 3168531) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 24 years of experience in the finance industry.
Quentyn Sego (CRD# 7650126) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has 1 year of experience in the finance industry.
Peter Smith (CRD# 7546558) is an Investment Advisor Representative working at Edward Jones in Urbandale, IA and has 1 year of experience in the finance industry.
Virginia Stegeman (CRD# 4501556) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 22 years of experience in the finance industry. Virginia Stegeman 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.
John Sutfin (CRD# 7553615) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has 1 year of experience in the finance industry.
Jamie Ta (CRD# 6078638) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 2 years of experience in the finance industry.
Xin Weng (CRD# 7493126) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 2 years of experience in the finance industry.
Erik Aanonson (CRD# 6935071) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Johnston, IA and has over 5 years of experience in the finance industry.
Mark Aasen (CRD# 4343046) is an Investment Advisor Representative working at Osaic Wealth, Inc. in West Des Moines, IA and has over 23 years of experience in the finance industry.