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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
Samuel Dinn (CRD# 3058827) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Florence, KY and has over 25 years of experience in the finance industry.
Daniel Durr (CRD# 5572416) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Florence, KY and has over 14 years of experience in the finance industry.
Mark Eckell (CRD# 4521299) is an Investment Advisor Representative working at Lpl Financial LLC in Independence, KY and has over 21 years of experience in the finance industry. Mark Eckell 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.
Jonathan Ehresmann (CRD# 6522041) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Crestview Hills, KY and has over 8 years of experience in the finance industry.
Jonathan Eschan (CRD# 4714941) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Cold Spring, KY and has over 20 years of experience in the finance industry.
Jeffrey Fay (CRD# 6437721) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Falmouth, KY and has over 7 years of experience in the finance industry. Jeffrey Fay 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.
Dawne Ferland (CRD# 2893989) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Union, KY and has over 26 years of experience in the finance industry.
Matthew Foley (CRD# 1358440) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Highland Heights, KY and has over 19 years of experience in the finance industry. Matthew Foley 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 Frey (CRD# 6691526) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Florence, KY and has over 6 years of experience in the finance industry.
Duane Froelicher (CRD# 4145409) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Florence, KY and has over 24 years of experience in the finance industry.