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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
Douglas Kisker (CRD# 2257193) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Crestview Hills, KY and has over 31 years of experience in the finance industry.
Kathleen Laverde (CRD# 2765762) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Crestview Hills, KY and has over 27 years of experience in the finance industry.
Jacqueline Levoir (CRD# 4706945) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Crestview Hills, KY and has over 20 years of experience in the finance industry. Jacqueline Levoir 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.
Matthew Longland (CRD# 5608761) is an Investment Advisor Representative working at Prosperity Capital Advisors in Crestview Hills, KY and has over 15 years of experience in the finance industry.
Tresa Louderback (CRD# 5114546) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Crestview Hills, KY and has over 17 years of experience in the finance industry.
Bradley McElwain (CRD# 5417644) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Crestview Hills, KY and has over 16 years of experience in the finance industry.
Maryellen Peretzky (CRD# 1062971) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Crestview Hills, KY and has over 31 years of experience in the finance industry.
Timothy Sauer (CRD# 6674749) is an Investment Advisor Representative working at Commonwealth Financial Network in Crestview Hills, KY and has over 5 years of experience in the finance industry. Timothy Sauer 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.
Joseph Troy (CRD# 5172411) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Crestview Hills, KY and has over 17 years of experience in the finance industry.
Mark Becker (CRD# 4558860) is an Investment Advisor Representative working at Commonwealth Financial Network in Crestview Hills, KY and has over 17 years of experience in the finance industry.