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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
Tyler Wyse (CRD# 5329087) is an Investment Advisor Representative working at Mml Investors Services, LLC in Larue, OH and has over 16 years of experience in the finance industry.
Danielle Yingst (CRD# 6199738) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sidney, OH and has over 10 years of experience in the finance industry.
Stephen Zeller (CRD# 5060260) is an Investment Advisor Representative working at Huntington Financial Advisors in Marysville, OH and has over 18 years of experience in the finance industry.
Ann Agozzino (CRD# 5819537) is an Investment Advisor Representative working at Lpl Financial LLC in Wapakoneta, OH and has over 8 years of experience in the finance industry.
Adam Bolick (CRD# 6137462) is an Investment Advisor Representative working at Wells Fargo Advisors in Troy, OH and has over 11 years of experience in the finance industry.
Zachary Bradley (CRD# 4483320) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Canal Winchester, OH and has over 3 years of experience in the finance industry.
Jennifer Capell (CRD# 6681823) is an Investment Advisor Representative working at Lpl Financial LLC in Marysville, OH and has over 7 years of experience in the finance industry. Jennifer Capell 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.
Mei Carmer (CRD# 7362777) is an Investment Advisor Representative working at Wells Fargo Advisors in Troy, OH and has 1 year of experience in the finance industry.
Jason Christman (CRD# 7119729) is an Investment Advisor Representative working at Edward Jones in Anna, OH and has over 4 years of experience in the finance industry.
Jay Clark (CRD# 6945460) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Huntsville, OH and has over 5 years of experience in the finance industry. Jay Clark 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.