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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
Jay Matthews (CRD# 2734702) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Fargo, ND and has over 28 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.
Patrice McCann-Koerselman (CRD# 4129943) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Horace, ND and has over 24 years of experience in the finance industry.
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.
Patrick McIntyre (CRD# 2442966) is an Investment Advisor Representative working at Lpl Financial LLC in Fargo, ND and has over 30 years of experience in the finance industry.
Christopher Meier (CRD# 3059873) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Fargo, ND and has over 26 years of experience in the finance industry.
Paul Meyers (CRD# 2158879) is an Investment Advisor Representative working at Lpl Financial LLC in Fargo, ND and has over 32 years of experience in the finance industry.
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 18 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.