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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
Jason Maassel (CRD# 4728059) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Napoleon, OH and has over 20 years of experience in the finance industry.
Barbara Malhoit (CRD# 854806) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Defiance, OH and has over 32 years of experience in the finance industry. Barbara Malhoit 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.
Bill Mann (CRD# 2694463) is an Investment Advisor Representative working at Spc in Bryan, OH and has over 26 years of experience in the finance industry.
Scott Neumann (CRD# 2902523) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wauseon, OH and has over 9 years of experience in the finance industry.
Earl Oberlin (CRD# 847192) is an Investment Advisor Representative working at Oberlin Wealth Partners, LLC in Bryan, OH and has over 38 years of experience in the finance industry. Earl Oberlin 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.
Jeremy Otte (CRD# 6827595) is an Investment Advisor Representative working at Edward Jones in Defiance, OH and has over 6 years of experience in the finance industry.
Scott Peluso (CRD# 2630685) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Swanton, OH and has over 25 years of experience in the finance industry.
Gabriel Pollock (CRD# 5470995) is an Investment Advisor Representative working at &partners in Napoleon, OH and has over 15 years of experience in the finance industry.
Bryan Post (CRD# 6556990) is an Investment Advisor Representative working at Edward Jones in Hicksville, OH and has over 8 years of experience in the finance industry.