-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Michael Reid (CRD# 5800117) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bellefontaine, OH and has 1 year of experience in the finance industry.
Jessica Simmons (CRD# 5924891) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Bellefontaine, OH and has over 12 years of experience in the finance industry. Jessica Simmons 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.
Jeffrey Erwin (CRD# 2080834) is an Investment Advisor Representative working at Money Concepts Advisory Service in Bellefontaine, OH and has 1 year of experience in the finance industry.
Jennifer Harvey (CRD# 4625872) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bellefontaine, OH and has over 15 years of experience in the finance industry.
Robert Palenshus (CRD# 2977792) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bellefontaine, OH and has 1 year of experience in the finance industry.
Zachary Allen (CRD# 5441376) is an Investment Advisor Representative working at Park Avenue Securities LLC in Troy, OH and has over 10 years of experience in the finance industry.
Jerome Armstrong (CRD# 4482317) is an Investment Advisor Representative working at Edward Jones in Urbana, OH and has over 18 years of experience in the finance industry.
Barbara Barnhart (CRD# 2247465) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sidney, OH and has over 20 years of experience in the finance industry.
Dustin Beam (CRD# 4252465) is an Investment Advisor Representative working at L.m. Kohn & Company in Troy, OH and has over 23 years of experience in the finance industry. Dustin Beam 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.
Wesley Bean (CRD# 2795480) is an Investment Advisor Representative working at Mccarthy & Cox Retirement & Estate Specialists LLC in Marysville, OH and has over 27 years of experience in the finance industry.