Sawyer Marquardt
Registered Representative at Core Investments Group, Inc.- Claim this Profile
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Bio
Credentials
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North American Securities Administrators Association 1-66 Uniform Combined State Law Examination (Series 66)
NASAADec, 2021- Nov, 2024 -
Financial Industry Regulatory Authority General Securities Representative Exam (Series 7)
FINRAAug, 2021- Nov, 2024 -
Securities Industry Essentials Exam (SIE)
FINRANov, 2020- Nov, 2024 -
eMoney Certification
eMoney AdvisorOct, 2019- Nov, 2024
Experience
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Core Investments Group, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Registered Representative
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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.
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Financial Planning Intern
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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.
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Five Flags Center - An ASM Global Managed Facility
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United States
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Entertainment Providers
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1 - 100 Employee
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Intern
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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
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Laundry Assistant
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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.
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Facility Assistant
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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
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Intern
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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
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Facility Associate
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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
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Sherwin-Williams
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United States
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Chemical Manufacturing
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700 & Above Employee
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Sales Associate
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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.
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Menards
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United States
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Retail
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700 & Above Employee
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Cashier
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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.
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Painting Contractor
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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.
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Education
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Loras College
Sport Management and Finance, Double Major, Finance with an emphasis on Certified Financial Planning