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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
Seth Adamson (CRD# 6690104) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 7 years of experience in the finance industry.
Jeffrey Adkins (CRD# 2402104) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 30 years of experience in the finance industry.
Jeffrey Adler (CRD# 5359335) is an Investment Advisor Representative working at Mutual Advisors, LLC in Cincinnati, OH and has over 14 years of experience in the finance industry.
Abby Aey (CRD# 6008930) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in West Chester, OH and has over 11 years of experience in the finance industry.
Julie Ahrens (CRD# 1562156) is an Investment Advisor Representative working at Horter Investment Management, LLC in Cincinnati, OH and has over 30 years of experience in the finance industry.
Matthew Alatorre (CRD# 5944997) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cincinnati, OH and has over 12 years of experience in the finance industry.
Eric Albright (CRD# 4193503) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mason, OH and has over 23 years of experience in the finance industry.
Ronald Alessi (CRD# 5465281) is an Investment Advisor Representative working at Huntington Financial Advisors in West Chester, OH and has over 16 years of experience in the finance industry.
Christopher Alexander (CRD# 4430240) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lawrenceburg, IN and has over 20 years of experience in the finance industry.
Mason Alexander (CRD# 4437966) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cincinnati, OH and has over 22 years of experience in the finance industry. Mason Alexander 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.