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Distance Metro area (25 miles)
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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
Emily Altaffer (CRD# 5725299) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bryan, OH and has over 14 years of experience in the finance industry.
Kimberly Baker (CRD# 6895338) is an Investment Advisor Representative working at Edward Jones in Wauseon, OH and has over 5 years of experience in the finance industry.
Andrew Barthel (CRD# 6591924) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Napoleon, OH and has over 7 years of experience in the finance industry.
Jason Bernal (CRD# 5726892) is an Investment Advisor Representative working at Blue Jay Financial Group, LLC in Defiance, OH and has over 12 years of experience in the finance industry. Jason Bernal 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.
Ryan Bethel (CRD# 6983154) is an Investment Advisor Representative working at Edward Jones in Bryan, OH and has over 5 years of experience in the finance industry.
Jason Born (CRD# 3066122) is an Investment Advisor Representative working at Stirling Bridge Wealth Partners, LLC in Mcclure, OH and has over 25 years of experience in the finance industry.
Kenneth Boroff (CRD# 4333336) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Defiance, OH and has 1 year of experience in the finance industry. Kenneth Boroff 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.
Kirk Collins (CRD# 5528825) is an Investment Advisor Representative working at Lpl Financial LLC in Hicksville, OH and has over 15 years of experience in the finance industry. Kirk Collins 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.
Charles Cory (CRD# 1249947) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Blissfield, MI and has over 39 years of experience in the finance industry.
Michael Cory (CRD# 5268005) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Blissfield, MI and has over 17 years of experience in the finance industry.