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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
Kelly McMahon (CRD# 6681825) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 6 years of experience in the finance industry.
Connor McPhail (CRD# 6791329) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 6 years of experience in the finance industry.
Michael McWhinnie (CRD# 4334896) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Covington, KY and has over 23 years of experience in the finance industry. Michael McWhinnie 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.
Jacob Mercer (CRD# 6676107) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 7 years of experience in the finance industry.
Samuel Mershon (CRD# 6760730) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 7 years of experience in the finance industry.
Christopher Millard (CRD# 6617155) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 5 years of experience in the finance industry.
Patrick Millard (CRD# 6087213) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 11 years of experience in the finance industry. Patrick Millard 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 Miller (CRD# 1249188) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Covington, KY and has over 40 years of experience in the finance industry.
Cory Mitchell (CRD# 6482971) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 8 years of experience in the finance industry.
Jeffrey Morris (CRD# 6735028) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 7 years of experience in the finance industry.