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Distance Only Tipp City, 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
Daniel Gilbert (CRD# 1006859) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Tipp City, OH and has over 30 years of experience in the finance industry.
Nicholas Gooch (CRD# 6927726) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Tipp City, OH and has over 6 years of experience in the finance industry.
Norman Grevey (CRD# 2174155) is an Investment Advisor Representative working at Wealth Management Group in Tipp City, OH and has over 32 years of experience in the finance industry.
Michael Griesmeyer (CRD# 1309016) is an Investment Advisor Representative working at Wealth Management Group in Tipp City, OH and has over 39 years of experience in the finance industry. Michael Griesmeyer 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.
James Jeffries (CRD# 5527344) is an Investment Advisor Representative working at Edward Jones in Tipp City, OH and has over 16 years of experience in the finance industry.
Margaret Kenny (CRD# 6017687) is an Investment Advisor Representative working at Commonwealth Financial Network in Tipp City, OH and has over 6 years of experience in the finance industry. Margaret Kenny 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.
Sunil Kulkarni (CRD# 5266207) is an Investment Advisor Representative working at Nuts2invest.com, LLC in Tipp City, OH and has over 16 years of experience in the finance industry.
James McKee (CRD# 2233998) is an Investment Advisor Representative working at Commonwealth Financial Network in Tipp City, OH and has over 29 years of experience in the finance industry.
Neil Nehring (CRD# 3065713) is an Investment Advisor Representative working at Edward Jones in Tipp City, OH and has over 24 years of experience in the finance industry.
William Oliver (CRD# 5020038) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Tipp City, OH and has over 9 years of experience in the finance industry.