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Distance Only Cortland, OH
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Michael Conrow (CRD# 6589142) is an Investment Advisor Representative working at Edward Jones in Cortland, OH and has over 7 years of experience in the finance industry.
Brian Davin (CRD# 6139016) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cortland, OH and has over 5 years of experience in the finance industry.
Diana Palmer (CRD# 4583239) is an Investment Advisor Representative working at Family Financial Planning, LLC in Cortland, OH and has over 20 years of experience in the finance industry. Diana Palmer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Rider (CRD# 2822494) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cortland, OH and has over 24 years of experience in the finance industry. David Rider has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cynthia Shively (CRD# 1533727) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cortland, OH and has over 36 years of experience in the finance industry.
Donald Barzak (CRD# 6298541) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Cortland, OH and has over 3 years of experience in the finance industry.
Patrick McFall (CRD# 7371312) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cortland, OH and has over 2 years of experience in the finance industry.
Austin Shortreed (CRD# 7322940) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cortland, OH and has 1 year of experience in the finance industry.