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Distance Only Loveland, 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
Christina Lawson (CRD# 6782239) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Loveland, OH and has over 6 years of experience in the finance industry.
Won Lee (CRD# 7845610) is an Investment Advisor Representative working at Tmt Investment Adviser in Loveland, OH and has 1 year of experience in the finance industry.
Keith Lewis (CRD# 7628252) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Loveland, OH and has 1 year of experience in the finance industry.
Matthew Mithoefer (CRD# 7313084) is an Investment Advisor Representative working at Faith Financial Advisors, Inc. in Loveland, OH and has over 2 years of experience in the finance industry.
Matthew Oberholzer (CRD# 7064345) is an Investment Advisor Representative working at Infinity Wealth Counsel, LLC in Loveland, OH and has 1 year of experience in the finance industry. Matthew Oberholzer 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.
Maximillian Ripperger (CRD# 7393514) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Loveland, OH and has 1 year of experience in the finance industry.
Huimin Shi (CRD# 7001979) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Loveland, OH and has over 5 years of experience in the finance industry.
Minjee Sohn (CRD# 6531475) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Loveland, OH and has over 8 years of experience in the finance industry.