Brett Palmquist
CERTIFIED FINANCIAL PLANNER® Financial Advisor at RJFS, Addison Avenue Investment Services at First Tech Federal Credit Union
- Role
- Financial Advisor at Rjfs, Addison Avenue Investment Services at First Tech Federal Credit Union
- Location
- Hillsboro, OR, US
- LinkedIn followers
- 500 followers
About Brett Palmquist
As a Financial Advisor, I help people manage their wealth with a process that has been…
Experience
Financial Advisor at Rjfs, Addison Avenue Investment Services
First Tech Federal Credit Union
Nov 2015 — Present · Hillsboro, OR, US
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Investments & Wealth Institute™ (The Institute) is the owner of the certification marks \"CIMA,\" and \"Certified Investment Management Analyst.\" Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully The Institute\'s initial and ongoing credentialing requirements for investment management professionals.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.
Education
Yale School of Management
Investment Management Theory & Practice
Portland State University
Bachelor of Arts (B.A.), Communication
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