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Distance Only Edgewood, KY
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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
Scott Brooks (CRD# 2745491) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Edgewood, KY and has over 27 years of experience in the finance industry. Scott Brooks 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.
Mark Josaitis (CRD# 5998829) is an Investment Advisor Representative working at Lpl Financial LLC in Edgewood, KY and has over 12 years of experience in the finance industry.
Melissa Kelly (CRD# 3028223) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Edgewood, KY and has over 25 years of experience in the finance industry.
Jeffrey O'bryan (CRD# 3099839) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Edgewood, KY and has over 25 years of experience in the finance industry.
Scott Osborne (CRD# 5286872) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Edgewood, KY and has over 12 years of experience in the finance industry.
James Taylor (CRD# 2783329) is an Investment Advisor Representative working at Main Management, LLC in Edgewood, KY and has over 7 years of experience in the finance industry.
Jordan Browning (CRD# 6893994) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Edgewood, KY and has over 6 years of experience in the finance industry. Jordan Browning 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.
Rebecca Dinn (CRD# 4212769) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Edgewood, KY and has 1 year of experience in the finance industry.
Benjamin Gehrke (CRD# 6459082) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Edgewood, KY and has over 8 years of experience in the finance industry.
Shawn Hannegan (CRD# 7320537) is an Investment Advisor Representative working at Hannegan Wealth Management, LLC in Edgewood, KY and has 1 year of experience in the finance industry. Shawn Hannegan 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.