Distance Only Williston, ND
- 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
Jennifer Donais (CRD# 5854794) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Williston, ND and has over 10 years of experience in the finance industry. Jennifer Donais 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.
Gerald Fleck (CRD# 1566238) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Williston, ND and has over 34 years of experience in the finance industry.