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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
Cory Miner (CRD# 3160081) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fargo, ND and has over 25 years of experience in the finance industry.
Lisa Moe (CRD# 3141889) is an Investment Advisor Representative working at Lpl Financial LLC in Fargo, ND and has over 11 years of experience in the finance industry. Lisa Moe 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.
Patricia Monilaws (CRD# 4070773) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Fargo, ND and has over 17 years of experience in the finance industry.
Thomas Moore (CRD# 1021626) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Fargo, ND and has over 42 years of experience in the finance industry.
Paul Nelson (CRD# 2039996) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Fargo, ND and has over 34 years of experience in the finance industry.
John Neuenschwander (CRD# 1052928) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fargo, ND and has over 41 years of experience in the finance industry.
Bradley Novak (CRD# 4629078) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fargo, ND and has over 21 years of experience in the finance industry. Bradley Novak 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.
Jennifer Oakland (CRD# 4681006) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fargo, ND and has over 17 years of experience in the finance industry.
Timothy Oehlke (CRD# 5609967) is an Investment Advisor Representative working at Edward Jones in Fargo, ND and has over 15 years of experience in the finance industry.
Lance Olson (CRD# 5820656) is an Investment Advisor Representative working at Advice And Planning Services in Fargo, ND and has over 13 years of experience in the finance industry.