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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
Adam Abramowitz (CRD# 2898995) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marion, OH and has over 25 years of experience in the finance industry.
Clay Acer (CRD# 6112873) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Columbus, OH and has over 5 years of experience in the finance industry. Clay Acer 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 Acuff (CRD# 2716981) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbus, OH and has over 27 years of experience in the finance industry.
Chad Adams (CRD# 5804903) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbus, OH and has over 8 years of experience in the finance industry.
Joseph Adjei-Mensah (CRD# 6925790) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plano, TX and has over 5 years of experience in the finance industry.
James Agan (CRD# 1991743) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Columbus, OH and has over 28 years of experience in the finance industry. James Agan 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.
Michael Agriesti (CRD# 3165835) is an Investment Advisor Representative working at Lpl Financial LLC in Columbus, OH and has over 18 years of experience in the finance industry.
Ana Aguirre (CRD# 2304366) is an Investment Advisor Representative working at Nationwide Investment Advisors, LLC in Columbus, OH and has over 18 years of experience in the finance industry.
Jeremy Albrecht (CRD# 4716096) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Columbus, OH and has over 18 years of experience in the finance industry.
Theodore Alexander (CRD# 5323375) is an Investment Advisor Representative working at Prudential Financial Planning Services in Columbus, OH and has over 13 years of experience in the finance industry.