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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
Gregg Hews (CRD# 1642502) is an Investment Advisor Representative working at Park Avenue Securities LLC in Troy, OH and has over 26 years of experience in the finance industry.
Alexis Hill (CRD# 6568705) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 8 years of experience in the finance industry.
Daniel Hoelscher (CRD# 2857173) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Sidney, OH and has over 24 years of experience in the finance industry. Daniel Hoelscher 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.
Lisa Howe (CRD# 2849154) is an Investment Advisor Representative working at Wells Fargo Advisors in Minster, OH and has over 27 years of experience in the finance industry. Lisa Howe 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.
Timothy Irwin (CRD# 4250831) is an Investment Advisor Representative working at Wells Fargo Advisors in Troy, OH and has over 23 years of experience in the finance industry.
James Jeffries (CRD# 5527344) is an Investment Advisor Representative working at Edward Jones in Tipp City, OH and has over 15 years of experience in the finance industry.
Marc Jewell (CRD# 258641) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 38 years of experience in the finance industry. Marc Jewell 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.
Aaron Jobson (CRD# 6989592) is an Investment Advisor Representative working at Edward Jones in Beavercreek, OH and has over 5 years of experience in the finance industry.
Ronald Jones (CRD# 5199603) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dayton, OH and has over 11 years of experience in the finance industry.
Dianne Karas (CRD# 5467175) is an Investment Advisor Representative working at Edward Jones in Sidney, OH and has over 16 years of experience in the finance industry.