Sawyer Marquardt

Registered Representative at Core Investments Group, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Dubuque, Iowa, United States, US

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Credentials

  • North American Securities Administrators Association 1-66 Uniform Combined State Law Examination (Series 66)
    NASAA
    Dec, 2021
    - Nov, 2024
  • Financial Industry Regulatory Authority General Securities Representative Exam (Series 7)
    FINRA
    Aug, 2021
    - Nov, 2024
  • Securities Industry Essentials Exam (SIE)
    FINRA
    Nov, 2020
    - Nov, 2024
  • eMoney Certification
    eMoney Advisor
    Oct, 2019
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Registered Representative
      • Jun 2021 - Present

      Affiliated person of Nations Financial Group, Inc. (“NFGI”), 4000 River Ridge Drive NE, Cedar Rapids, IA 52402, member FINRA/SIPC. Core Investment Group and NFGI are independent entities. Industry regulations prevent me from receiving endorsements and/or recommendations from others based on the service they have received. For important disclosure information, please see “Social Media Disclosure” link.

    • Financial Planning Intern
      • Apr 2020 - May 2021

      Worked 15-20 hours a week learning how the financial planning process works to help clients achieve their financial goals. Some responsibilities included investment research, setting up client meetings, and tracking the performance of model portfolios.

    • United States
    • Entertainment Providers
    • 1 - 100 Employee
    • Intern
      • Jan 2021 - Apr 2021

      Worked events and oversaw facility operations throughout the semester as an intern. Important responsibilities included crowd management, sponsorship deals, booking shows/performances, and day to day operations Worked events and oversaw facility operations throughout the semester as an intern. Important responsibilities included crowd management, sponsorship deals, booking shows/performances, and day to day operations

    • Laundry Assistant
      • Mar 2019 - Dec 2020

      Work 15-20 hours during school year to wash the laundry of the varsity and reserve teams in men’s soccer program at Loras College. Work 15-20 hours during school year to wash the laundry of the varsity and reserve teams in men’s soccer program at Loras College.

    • Facility Assistant
      • Apr 2019 - Nov 2020

      Work 30-35 hours a week in the summer to perform outdoor facility maintenance. Which includes cutting grass, string trimming, and field painting Work 30-35 hours a week in the summer to perform outdoor facility maintenance. Which includes cutting grass, string trimming, and field painting

    • Intern
      • May 2019 - Sep 2019

      Summer internship working 20-25 hours a week to manage onsite event operations. Key responsibilities: inventory management, sponsorship research, food/beverage service and facility maintenance Summer internship working 20-25 hours a week to manage onsite event operations. Key responsibilities: inventory management, sponsorship research, food/beverage service and facility maintenance

    • Facility Associate
      • Jan 2019 - May 2019

      Internship working 12-15 hours a week to help an emerging business relocate to a new, 16,000 sq. ft. indoor baseball training facility. Responsibilities: customer service, coordinating cage rentals, facility maintenance, food/beverage service, and assist with event planning Internship working 12-15 hours a week to help an emerging business relocate to a new, 16,000 sq. ft. indoor baseball training facility. Responsibilities: customer service, coordinating cage rentals, facility maintenance, food/beverage service, and assist with event planning

    • United States
    • Chemical Manufacturing
    • 700 & Above Employee
    • Sales Associate
      • May 2018 - Aug 2018

      Worked 25-30 hours per week in the summer. Part-time sale associate who worked with contractors and homeowners to complete paint orders. Worked 25-30 hours per week in the summer. Part-time sale associate who worked with contractors and homeowners to complete paint orders.

    • United States
    • Retail
    • 700 & Above Employee
    • Cashier
      • Jul 2015 - Aug 2017

      Worked 16-18 hours per week during the school year and up to 22 hours per week in the summer. Performed cashier, customer service, and merchandise return duties as well as trained new cashiers. Worked 16-18 hours per week during the school year and up to 22 hours per week in the summer. Performed cashier, customer service, and merchandise return duties as well as trained new cashiers.

    • Painting Contractor
      • Jun 2013 - Aug 2015

      Worked 10-12 hours per week in the summer doing setup and prep work for interior and exterior house painting. Worked 10-12 hours per week in the summer doing setup and prep work for interior and exterior house painting.

Education

  • Loras College
    Sport Management and Finance, Double Major, Finance with an emphasis on Certified Financial Planning
    2017 - 2021

Community

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