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Distance Only Montgomery, 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
Bennett Baker (CRD# 2999046) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Montgomery, OH and has over 26 years of experience in the finance industry.
Stephen Buckman (CRD# 6249373) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Montgomery, OH and has over 10 years of experience in the finance industry.
Thomas Faris (CRD# 1827970) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Montgomery, OH and has over 35 years of experience in the finance industry.
Mark Hoffman (CRD# 6827598) is an Investment Advisor Representative working at Edward Jones in Montgomery, OH and has over 6 years of experience in the finance industry.
William Neat (CRD# 5883618) is an Investment Advisor Representative working at Edward Jones in Montgomery, OH and has over 13 years of experience in the finance industry.
Jason Schmitt (CRD# 4777151) is an Investment Advisor Representative working at Jacobson & Schmitt Advisors, LLC in Montgomery, OH and has over 20 years of experience in the finance industry. Jason Schmitt 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.
Laura Tenley (CRD# 6120578) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Montgomery, OH and has over 11 years of experience in the finance industry.
Brian Werbrich (CRD# 4240432) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Montgomery, OH and has over 23 years of experience in the finance industry. Brian Werbrich 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.
Alexandra Berning (CRD# 7252999) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Montgomery, OH and has 1 year of experience in the finance industry.