Josephine Tran, CFP
Berthel Fisher Companies
Certified Financial Planner in Cedar Rapids, IA
Address:4201 42nd St NE
Cedar Rapids, IA 52402
About Josephine Tran
Josephine Tran is a financial professional at Berthel Fisher Companies located in Cedar Rapids, Iowa. Josephine Tran holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Josephine Tran provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Josephine Tran4201 42nd St NE
Cedar Rapids, IA 52402
Phone Number:
Click to Show
Website:
https://www.berthel.com/
More Certified Financial Planners
Looking for a financial advisor located near Cedar Rapids, Iowa? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.