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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
Jess Bennett (CRD# 4595393) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oxford, OH and has over 21 years of experience in the finance industry. Jess Bennett 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.
Susan Bennett (CRD# 2264304) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Cincinnati, OH and has over 31 years of experience in the finance industry.
Russell Benz (CRD# 4439050) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Cincinnati, OH and has over 22 years of experience in the finance industry.
Cameron Bernadsky (CRD# 2431457) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Dayton, OH and has over 6 years of experience in the finance industry. Cameron Bernadsky 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.
Samuel Bernard (CRD# 5848884) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Huber Heights, OH and has over 11 years of experience in the finance industry.
Tina Bernardi (CRD# 2667590) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 8 years of experience in the finance industry.
Thomas Berry (CRD# 6735663) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 6 years of experience in the finance industry.
David Beyerle (CRD# 5999436) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Miamisburg, OH and has over 10 years of experience in the finance industry. David Beyerle 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.
David Biggs (CRD# 3190598) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Eaton, OH and has over 8 years of experience in the finance industry.
James Biggs (CRD# 6102027) is an Investment Advisor Representative working at Brass Tax Wealth Management in Cincinnati, OH and has over 11 years of experience in the finance industry.