Our Staff & Qualifications

 

We have been working with individuals and businesses in the area for over twenty years.

George Jorgensen has extensive personal and professional experience. George holds Series 7, 63, 65, and 24 security registrations, is registered in over 15 states, and is also licensed in Minnesota and South Dakota as an insurance agent for Life, Health, and Annuity products.  As such, he is licensed to sell a variety of investment and insurance products and is a Registered Representative of Cambridge.  

gjorgensen@cambridgesecure.com

 

Marjean Ossefoort is an experienced Registered Representative of Cambridge.  She holds Series 7, 63, & 65 securities which allows her to sell a huge array of financial products. Marjean is also insurance licensed, which allows her to sell Life, Health, Long Term Care, and Annuity products. Her knowledge and experience allows her to custom fit a Financial Plan for you and your family.

mossefoort@cambridgesecure.com

marlys.moser@investfin

 

Marlys Moser is a Registered Sales Assistant  of Cambridge with Series 6 & 63 securities registrations.  In addition to assisting with client meetings, Marlys is our operations and client services leader and our technology director.  If you are having difficulty with on-line statements, please give her a call.

mmoser@cambridgesecure.com

 

 

george.jorgensen@investfinancial.comKaren Blanchette is the office receptionist and an associated person of Cambridge.  Karen also coordinates our office marketing programs.  To schedule a face-to-face or phone appointment with either George, Marjean or Marlys, give Karen a call.

kblanchette@cambridgesecure.com

 

 

George Jorgensen has extensive personal and professional experience and holds Series 7, 63, 65, and 24 securities registrations and is registered in over 15 states. George is also licensed in Minnesota and South Dakota as an insurance agent for Life, Health, and Annuity products.  As such he is licensed to sell a variety of investment and insurance products and is a Registered Representative of INVEST.    Margaret Jorgensen operates and maintains the office's electronic records and storage system, ensuring client records and documents are securely archived into our electronic record keeping system. Margaret also assists the office in marketing, client education and appreciation events and is an associated person of Cambridge. 

mjorgensen@cambridgesecure.com

 

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We are looking forward to using our expertise to help you pursue your financial goals.

All of this comes with an outstanding small town work and service ethic.  If you have not experienced "top shelf" service before, we  believe you will find it here.

 

george.jorgensen@investfinancial.com