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Distance Only Defiance, OH
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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
Heather Allman (CRD# 5619817) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Defiance, OH and has over 15 years of experience in the finance industry.
Jason Bernal (CRD# 5726892) is an Investment Advisor Representative working at Blue Jay Financial Group, LLC in Defiance, OH and has over 13 years of experience in the finance industry. Jason Bernal 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.
Kenneth Boroff (CRD# 4333336) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Defiance, OH and has 1 year of experience in the finance industry. Kenneth Boroff 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 Demland (CRD# 6183475) is an Investment Advisor Representative working at Demland Wealth LLC in Defiance, OH and has over 10 years of experience in the finance industry. Jason Demland 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.
Trent Diamond (CRD# 5631466) is an Investment Advisor Representative working at Huntington Financial Advisors in Defiance, OH and has over 7 years of experience in the finance industry.
Caleb Frankart (CRD# 6169490) is an Investment Advisor Representative working at Blue Jay Financial Group, LLC in Defiance, OH and has over 11 years of experience in the finance industry.
David Kryder (CRD# 5084409) is an Investment Advisor Representative working at Prudential Financial Planning Services in Defiance, OH and has over 18 years of experience in the finance industry.
Barbara Malhoit (CRD# 854806) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Defiance, OH and has over 32 years of experience in the finance industry. Barbara Malhoit 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.
Jeremy Otte (CRD# 6827595) is an Investment Advisor Representative working at Edward Jones in Defiance, OH and has over 6 years of experience in the finance industry.
Kara Price (CRD# 5631528) is an Investment Advisor Representative working at Edward Jones in Defiance, OH and has over 15 years of experience in the finance industry.