Paul Jarvis
Partner | CERTIFIED FINANCIAL PLANNER™
- Role
- Partner Certified Financial Plannertm at Prime Capital Financial
- Location
- Fargo, ND, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Paul Jarvis
Paul leads the Prime Capital office in Fargo, ND. He works with clients with an emphasis…
Experience
Partner Certified Financial Plannertm
Oct 2023 — Present · Fargo, ND, US
Education
University of St. Thomas
Bachelors of Liberal Arts, Business Law and English
2000 — 2004
Skills
- Asset Allocation
- Banking
- Risk Management
- Portfolio Management
- Retirement Planning
- Integrity
- Financial Advisory
- High Net Worth Individuals
- Strategic Planning
- Financial Analysis
- Alternative Investments
- Wealth Management
- Investment Advisory
- Investments
- Financial Planning
- Personal Finance
- Management
- Credit
- Customer Service
- Wealth
- Asset Management
- Investment Management
- Fixed Annuities
- Retirement
- Strategic Financial Planning
- Finance
- Financial Services
- Leadership
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