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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
Matthew Wallace (CRD# 6574773) is an Investment Advisor Representative working at Dean Investments in Beavercreek, OH and has over 8 years of experience in the finance industry.
Kenneth Warnick (CRD# 1415675) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 38 years of experience in the finance industry.
Peter Whelan (CRD# 5025388) is an Investment Advisor Representative working at First Command Advisory Services in Beavercreek, OH and has over 18 years of experience in the finance industry. Peter Whelan 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.
Harold Whitworth (CRD# 2427370) is an Investment Advisor Representative working at Edward Jones in Beavercreek, OH and has over 30 years of experience in the finance industry.
Ann Wilson (CRD# 2096053) is an Investment Advisor Representative working at Cuso Financial Services in Beavercreek, OH and has over 21 years of experience in the finance industry.
Alexander Wolodkiewicz (CRD# 6540808) is an Investment Advisor Representative working at Esi Financial Advisors in Beavercreek, OH and has over 6 years of experience in the finance industry. Alexander Wolodkiewicz 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.
Daniel Wolodkiewicz (CRD# 3200425) is an Investment Advisor Representative working at Esi Financial Advisors in Beavercreek, OH and has over 25 years of experience in the finance industry. Daniel Wolodkiewicz 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.
Benjamin Wynd (CRD# 6798961) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 6 years of experience in the finance industry.
Louis Zone (CRD# 477106) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 39 years of experience in the finance industry.
David Austria (CRD# 6518539) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Beavercreek, OH and has over 2 years of experience in the finance industry.