Joel G Janssen, Cfp® Email and Phone Number
Joel G Janssen, Cfp® work email
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Joel G Janssen, Cfp® personal email
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Joel G Janssen, Cfp® phone numbers
FINRA Series 7, 9/10, 24, 53, 63, 65, 99 registrations and Oregon Life & Health insurance license.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Senior Regional Supervisory PrincipalLpl Financial Jul 2018 - PresentPortland, Oregon AreaMaintenance of ongoing relationships with designated advisors and OSJs to educate, guide, and assist with their compliance responsibilities. First point of contact and assist where necessary to help build compliant business partnerships with LPL Financial. -
Assistant Vice President, Control SpecialistWells Fargo Advisors Oct 2012 - Jul 2018Portland, Or ComplexWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC -
Complex Operations ManagerUbs Jun 2012 - Oct 2012Portland, Oregon Area -
Compliance OfficerJhs Capital Advisors, Inc. Apr 2012 - Jun 2012Portland, Oregon Area
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DirectorSunset Science Park Federal Credit Union Apr 2011 - Jun 2012Board of Directors
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Compliance OfficerPaulson Investment Company Oct 2010 - Apr 2012 -
Registered ParaplannerAmeriprise Financial May 2010 - Oct 2010 -
Registered Principal Full DelegateAmeriprise Financial Services, Inc. May 2009 - May 2010
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Senior Assistant Operations ManagerSmith Barney Nov 2007 - 2008 -
Trading And Operations Specialist/Compliance AssociateThe Private Consulting Group Jan 2002 - Nov 2007
Joel G Janssen, Cfp® Skills
Joel G Janssen, Cfp® Education Details
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Marketing -
Cfp®, Certified Financial Planner Tm
Frequently Asked Questions about Joel G Janssen, Cfp®
What company does Joel G Janssen, Cfp® work for?
Joel G Janssen, Cfp® works for Lpl Financial
What is Joel G Janssen, Cfp®'s role at the current company?
Joel G Janssen, Cfp®'s current role is Senior Regional Supervisory Principal at LPL Financial.
What is Joel G Janssen, Cfp®'s email address?
Joel G Janssen, Cfp®'s email address is jo****@****ail.com
What is Joel G Janssen, Cfp®'s direct phone number?
Joel G Janssen, Cfp®'s direct phone number is +150350*****
What schools did Joel G Janssen, Cfp® attend?
Joel G Janssen, Cfp® attended Gonzaga University, Kaplan University.
What skills is Joel G Janssen, Cfp® known for?
Joel G Janssen, Cfp® has skills like Services, Design.
Who are Joel G Janssen, Cfp®'s colleagues?
Joel G Janssen, Cfp®'s colleagues are Ruth Leyerle, Topher Lang, Bryon Mayo, Jeffrey Goodrich, Ph.d, Philip Speier, Brandon Lober, Joan Ohre.
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