Jeanine Stelzner

Current Employers

Employment History

• 07/2011 → 08/2023
  Demoss Financial
  Tavernier, FL
• 10/2011 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 02/2017 → Present
  Cambridge Investment Research Advisor, Inc.
  Fairfield, IA
• 08/2023 → Present
  Cassidy Financial Services
  Melbourne Beach, FL

Other Businesses

1) UPPER KEYS QUILT GUILD 38 BEACH RDTAVERNIER, FL 33070. BEGAN 12/12/2012 AS TREASURER MAINTAINING THE CLUB CHECKING ACCOUNT BY DISBURSING PAYMENTS FOR BILLS AND BANKING CLUB INCOME SUCH A MEMBERSHIP DUES. OPENING SAVINGS OR CD ACCOUNTS AS DIRECTED BY THE BOARD THROUGH FORMAL RESOLUTIONS. FILING NON PROFIT ANNUAL TAX AND CORPORATION PAPERWORK. REPORTING ON CLUB FINANCES AND TRANSACTIONS TO THE BOARD AND THE MEMBERSHIP. THIS IS A BOARD SUPERVISED ROLE, WHO HAVE OVERSIGHT ON THE TREASURERS ACTIVITIES. NOT INVESTMENT RELATED. DEVOTES 5 HRS/MNTH. NONE DURING TRADING. NON-PROFIT ORGANIZATION. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3) CASSIDY FINANCIAL SERVICES INC, 136 Cardinal Dr, Melbourne Beach FL 32951, 08/2023, PARAPLANNING, INV REL, 100/WK - 80/TRADING

Exams

• S66 Uniform Combined State Law Examination
  2016-11-16

Other Names

• Jeanine R Stelzner
• Jeanine Rankin Clark
• Jeanine Stelzner