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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
Ronald Alessi (CRD# 5465281) is an Investment Advisor Representative working at Huntington Financial Advisors in West Chester, OH and has over 16 years of experience in the finance industry.
Christopher Allen (CRD# 6708205) is an Investment Advisor Representative working at Total Wealth Planning, LLC in Cincinnati, OH and has over 7 years of experience in the finance industry. Christopher Allen 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.
Steven Allread (CRD# 2957137) is an Investment Advisor Representative working at Cutter & Company, Inc. in Dayton, OH and has over 25 years of experience in the finance industry.
Aaron Ames (CRD# 2574303) is an Investment Advisor Representative working at Lpl Financial LLC in Oxford, OH and has over 14 years of experience in the finance industry.
Roger Ames (CRD# 1083148) is an Investment Advisor Representative working at Lpl Financial LLC in Oxford, OH and has over 41 years of experience in the finance industry. Roger Ames 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.
Nicholas Amos (CRD# 4741899) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 19 years of experience in the finance industry.
C Anderson (CRD# 2366571) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 30 years of experience in the finance industry.
John Anderson (CRD# 5965847) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 12 years of experience in the finance industry.
Shari Anderson (CRD# 5998836) is an Investment Advisor Representative working at Avantax Advisory Services in Cincinnati, OH and has over 10 years of experience in the finance industry.
Shon Anderson (CRD# 5276913) is an Investment Advisor Representative working at Anderson Financial Strategies, LLC in Dayton, OH and has over 17 years of experience in the finance industry. Shon Anderson 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.