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Investment Adviser Representative
License Description Investment Adviser Representatives provide financial advice, financial planning, and asset management services related to securities products for a fee.
Licensing Agency
Division of Financial Regulations - Securities Licenses
PO Box 14480
Salem, OR 97309-0405
(503) 947 7980
DFR.InsuranceHelp@oregon.gov
Active Status Active
License Type Register with licensing agency
License Updated 08/09/2023
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