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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
Alphonse Bautista (CRD# 2274041) is an Investment Advisor Representative working at Pnc Investments in Cincinnati, OH and has over 31 years of experience in the finance industry.
Chad Baxter (CRD# 6218834) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 7 years of experience in the finance industry. Chad Baxter 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.
William Baylor Jr. (CRD# 2968284) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 26 years of experience in the finance industry.
Charles Beach (CRD# 1251430) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cincinnati, OH and has over 20 years of experience in the finance industry.
Mary Becker (CRD# 2436461) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cincinnati, OH and has over 14 years of experience in the finance industry.
Stephanie Becker (CRD# 6090228) is an Investment Advisor Representative working at Park Avenue Securities LLC in Cincinnati, OH and has 1 year of experience in the finance industry.
Lauren Beckert (CRD# 5793139) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cincinnati, OH and has over 8 years of experience in the finance industry.
Richard Beckert (CRD# 1689385) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cincinnati, OH and has over 26 years of experience in the finance industry.
Timothy Begley (CRD# 5462815) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 16 years of experience in the finance industry. Timothy Begley 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.
Jason Beischel (CRD# 4575752) is an Investment Advisor Representative working at Daymark Wealth Partners, LLC in Cincinnati, OH and has over 21 years of experience in the finance industry. Jason Beischel 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.