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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
Dianne Karas (CRD# 5467175) is an Investment Advisor Representative working at Edward Jones in Sidney, OH and has over 16 years of experience in the finance industry.
Angela Katampe (CRD# 4467658) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Huber Heights, OH and has over 21 years of experience in the finance industry.
Richard Keller (CRD# 4873915) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Dayton, OH and has over 5 years of experience in the finance industry.
Margaret Kenny (CRD# 6017687) is an Investment Advisor Representative working at Commonwealth Financial Network in Tipp City, OH and has over 6 years of experience in the finance industry. Margaret Kenny 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.
Jessica Keys (CRD# 5023940) is an Investment Advisor Representative working at Cuso Financial Services in Huber Heights, OH and has over 5 years of experience in the finance industry.
Eric Klaes (CRD# 6290035) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Vandalia, OH and has over 9 years of experience in the finance industry.
Thomas Kleptz (CRD# 6317813) is an Investment Advisor Representative working at Turnstone Financial in Troy, OH and has over 9 years of experience in the finance industry.
Natalie Knerr (CRD# 4777595) is an Investment Advisor Representative working at Edward Jones in Bellefontaine, OH and has over 11 years of experience in the finance industry.
Gary Kozee (CRD# 2611710) is an Investment Advisor Representative working at Lpl Financial LLC in Brookville, OH and has over 23 years of experience in the finance industry.
Phillip Kozen (CRD# 2917301) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Huber Heights, OH and has over 25 years of experience in the finance industry.