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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
James Friery (CRD# 1091472) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Sandusky, OH and has over 39 years of experience in the finance industry.
Jason Gedert (CRD# 2890336) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tiffin, OH and has over 26 years of experience in the finance industry. Jason Gedert 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.
Brian Greggila (CRD# 6332770) is an Investment Advisor Representative working at Edward Jones in Elmore, OH and has over 9 years of experience in the finance industry.
Steven Hafner (CRD# 2756191) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Sandusky, OH and has over 26 years of experience in the finance industry.
Steven Hahn (CRD# 1037667) is an Investment Advisor Representative working at Prudential Financial Planning Services in Port Clinton, OH and has over 24 years of experience in the finance industry.
Martin Hippler (CRD# 3074036) is an Investment Advisor Representative working at Lpl Financial LLC in Sandusky, OH and has over 24 years of experience in the finance industry.
Joseph Hoffman (CRD# 2418270) is an Investment Advisor Representative working at Hoffman Investment Services, LLC in , and has over 22 years of experience in the finance industry.
Mitchell Holland (CRD# 6405865) is an Investment Advisor Representative working at Mml Investors Services, LLC in Fremont, OH and has over 6 years of experience in the finance industry.
Matthew Holmes (CRD# 7067443) is an Investment Advisor Representative working at Primerica Advisors in Milan, OH and has 1 year of experience in the finance industry.
Chevalier Homan (CRD# 6180557) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fremont, OH and has over 10 years of experience in the finance industry.