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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
Edward Roth (CRD# 405514) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pettisville, OH and has over 44 years of experience in the finance industry.
Jeffrey Roth (CRD# 2307282) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pettisville, OH and has over 31 years of experience in the finance industry.
Scott Rupp (CRD# 2730927) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pettisville, OH and has over 25 years of experience in the finance industry.
Joyce Sager (CRD# 1589292) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ottawa, OH and has 1 year of experience in the finance industry. Joyce Sager 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 Schumaker (CRD# 6603036) is an Investment Advisor Representative working at Edward Jones in Napoleon, OH and has over 6 years of experience in the finance industry.
Brent Shea (CRD# 6189258) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wauseon, OH and has over 10 years of experience in the finance industry.
Joseph Shively (CRD# 6642503) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Hamler, OH and has over 7 years of experience in the finance industry.
Steven Small (CRD# 2097472) is an Investment Advisor Representative working at Lpl Financial LLC in Napoleon, OH and has over 31 years of experience in the finance industry.
David Smith (CRD# 1402553) is an Investment Advisor Representative working at Impassioned Wealth Management Ltd in Napoleon, OH and has over 34 years of experience in the finance industry.