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Christine F

Series 63

Cedar Rapids, IA

Raymond James Financial

Christine Ferring is a financial advisor with Raymond James Financial, holding a Series 63 designation and 27 years of industry experience. She has worked at Morgan Stanley from 2008 to 2017 and has been with Raymond James and its affiliated entities since 2017. Outside of her advisory role, she is also associated with Jerry K. Ask Investment Services, where she performs financial planning and investment duties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary consulting using analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Gerald A

CFP®, Series 63

Cedar Rapids, IA

Raymond James Financial

Gerald Ask is a CFP® professional with 42 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. in Cedar Rapids, IA, where he has worked since 2011. Aside from his advisory role, he owns and oversees a support company, Jerry K Ask Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients, offering tailored, non-discretionary advice supported by advanced analytical tools and specialized municipal and public finance services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Derek S

Series 63, Series 65

Cedar Rapids, IA

Raymond James Financial

Derek Schroder is a financial advisor at Raymond James Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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