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Distance Only Pataskala, 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 Fosson (CRD# 5418153) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pataskala, OH and has over 12 years of experience in the finance industry.
Amy Hoovler (CRD# 4982062) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pataskala, OH and has over 7 years of experience in the finance industry.
Donald Hoovler (CRD# 249812) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pataskala, OH and has over 27 years of experience in the finance industry.
Joseph Kieffer (CRD# 4448768) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pataskala, OH and has over 18 years of experience in the finance industry.
Stacy Schindler (CRD# 6930772) is an Investment Advisor Representative working at Edward Jones in Pataskala, OH and has over 5 years of experience in the finance industry.
Richard Stocker (CRD# 2573644) is an Investment Advisor Representative working at Patriot Asset Advisors, LLC in Pataskala, OH and has over 29 years of experience in the finance industry. Richard Stocker 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.
Jonathan Taylor (CRD# 2161627) is an Investment Advisor Representative working at Patriot Asset Advisors, LLC in Pataskala, OH and has over 32 years of experience in the finance industry.
Bart Weiler (CRD# 4120811) is an Investment Advisor Representative working at Lpl Financial LLC in Pataskala, OH and has over 24 years of experience in the finance industry. Bart Weiler 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.
Timothy Whipkey (CRD# 1939500) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pataskala, OH and has over 22 years of experience in the finance industry. Timothy Whipkey 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.
Shawn Whitt (CRD# 6411500) is an Investment Advisor Representative working at Edward Jones in Pataskala, OH and has over 9 years of experience in the finance industry.