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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
Mark Allen (CRD# 4782220) is an Investment Advisor Representative working at Edward Jones in Newton, IA and has over 19 years of experience in the finance industry.
Linda Harem (CRD# 2749048) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newton, IA and has over 27 years of experience in the finance industry.
Brendan Lamont (CRD# 5416813) is an Investment Advisor Representative working at Edward Jones in Newton, IA and has over 16 years of experience in the finance industry.
Robert McCarey (CRD# 5490728) is an Investment Advisor Representative working at Principal Securities, Inc. in Newton, IA and has over 16 years of experience in the finance industry.
Nathan Milone (CRD# 6512062) is an Investment Advisor Representative working at Edward Jones in Newton, IA and has over 8 years of experience in the finance industry.
Travis Padget (CRD# 6389143) is an Investment Advisor Representative working at Edward Jones in Newton, IA and has over 9 years of experience in the finance industry.
Jerome Schwaller (CRD# 4200545) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Newton, IA and has over 23 years of experience in the finance industry.
Jesse Mason (CRD# 7688992) is an Investment Advisor Representative working at Edward Jones in Newton, IA and has 1 year of experience in the finance industry.
Douglas Allen (CRD# 1492192) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grinnell, IA and has over 38 years of experience in the finance industry. Douglas Allen 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.
Ryan Anderson (CRD# 5641788) is an Investment Advisor Representative working at Primerica Advisors in Pella, IA and has over 15 years of experience in the finance industry.