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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
Steven O'connor (CRD# 2373712) is an Investment Advisor Representative working at Altus Wealth Management, LLC in Fort Mitchell, KY and has over 30 years of experience in the finance industry. Steven O'connor 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.
Kelly Palmer (CRD# 5908295) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Mitchell, KY and has over 8 years of experience in the finance industry.
Melissa Partin (CRD# 5269513) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Mitchell, KY and has over 14 years of experience in the finance industry.
Christopher Pieper (CRD# 4044800) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Mitchell, KY and has over 24 years of experience in the finance industry.
Katelyn Scheller (CRD# 6674387) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Mitchell, KY and has over 6 years of experience in the finance industry.
Brian Schwalbach (CRD# 4127140) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Mitchell, KY and has over 24 years of experience in the finance industry.
Andrew Seitz (CRD# 6161171) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mitchell, KY and has over 8 years of experience in the finance industry.
Aaron Seyfried (CRD# 5467047) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mitchell, KY and has over 16 years of experience in the finance industry. Aaron Seyfried 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.
Paul Smith (CRD# 3031392) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Mitchell, KY and has over 25 years of experience in the finance industry.
Raymond Stacy (CRD# 2879982) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Mitchell, KY and has over 26 years of experience in the finance industry.