Infinex Investment Advisor Representative
firstname.lastname@example.orgSchedule an Appointment
Dave Jarvill* is an Investment Advisor Representative and Vice President/Investment Services Manager at First Security. He is also a Certified Financial Planner™. Dave is a graduate of the College for Financial Planning, the Trust Investment School of the Canon Financial Institute, the Graduate School of Banking at the University of Wisconsin in Madison, Wisconsin, as well as the University of Iowa.
Dave earned the prestigious Advanced Investment Strategist Certificate in Portfolio Management (AIS) in Seattle, WA on May 1, 2013. He joined a select number North America's best investment advisors and some of the industry's most respected scholars and practitioners at the Investment Management Consultants Association (IMCA) AIS program.
Dave has been awarded the Accredited Investment Fiduciary® Certification. The AIF® Designation Training is designed to help certified individuals mitigate the liability of investment mismanagement through instruction covering pertinent legislation and best practices. Accredited Investment Fiduciary® designees have the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.
*Investments and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. First Security Investment Services is a trade name of First Security Bank & Trust. Infinex and First Security Bank & Trust are not affiliated.
|Not Guaranteed by the Bank||Not FDIC Insured||Not a Deposit|
|Not Insured by Any Federal Government Agency||May Lose Value Including Loss of Principal|