-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
William Hennessey (CRD# 2982911) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fort Mitchell, KY and has over 26 years of experience in the finance industry.
Andrew Hermes (CRD# 4372168) is an Investment Advisor Representative working at Altus Wealth Management, LLC in Fort Mitchell, KY and has over 22 years of experience in the finance industry. Andrew Hermes 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.
Dean Inman (CRD# 4644004) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Fort Mitchell, KY and has over 20 years of experience in the finance industry.
Andrew Jarc (CRD# 5999277) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Mitchell, KY and has over 10 years of experience in the finance industry.
Nathan Key (CRD# 5145718) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Fort Mitchell, KY and has over 17 years of experience in the finance industry.
Mark Lindloff (CRD# 4239924) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Fort Mitchell, KY and has over 21 years of experience in the finance industry. Mark Lindloff 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.
Crystal Mann (CRD# 3003885) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fort Mitchell, KY and has over 26 years of experience in the finance industry.
Mark Miller (CRD# 4269766) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Fort Mitchell, KY and has over 23 years of experience in the finance industry. Mark Miller 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.
Thomas Moore (CRD# 3087519) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Fort Mitchell, KY and has over 25 years of experience in the finance industry.
Robb Newman (CRD# 3212999) is an Investment Advisor Representative working at Pnc Investments in Fort Mitchell, KY and has over 24 years of experience in the finance industry.