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Distance Only Delaware, 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
Nathaniel Lehman (CRD# 4612561) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Delaware, OH and has over 15 years of experience in the finance industry.
Ryan Neff (CRD# 6007319) is an Investment Advisor Representative working at Life, Inc. Retirement Services in Delaware, OH and has over 3 years of experience in the finance industry.
Paul Pfeiffer (CRD# 2094381) is an Investment Advisor Representative working at Northpoint Financial Planning LLC in Delaware, OH and has over 30 years of experience in the finance industry. Paul Pfeiffer 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.
Jason Rizzo (CRD# 4628686) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Delaware, OH and has over 18 years of experience in the finance industry.
Dena Russell (CRD# 5043437) is an Investment Advisor Representative working at Lpl Financial LLC in Delaware, OH and has over 15 years of experience in the finance industry.
Matthew Ruttenberg (CRD# 4825990) is an Investment Advisor Representative working at Life, Inc. Retirement Services in Delaware, OH and has over 19 years of experience in the finance industry.
Matthew Stewart (CRD# 2986538) is an Investment Advisor Representative working at Forestview Financial Partners, LLC in Delaware, OH and has over 20 years of experience in the finance industry. Matthew Stewart 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 putclients' interests first and comply with the Financial Planning Practice...
Erik Sweress (CRD# 5575232) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Delaware, OH and has over 14 years of experience in the finance industry.
John Titus (CRD# 1541167) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Delaware, OH and has over 37 years of experience in the finance industry. John Titus 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.
Andrew Tracy (CRD# 5193970) is an Investment Advisor Representative working at Huntington Financial Advisors in Delaware, OH and has over 17 years of experience in the finance industry.