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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
Jeffrey Arvay (CRD# 1574548) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Fairfield, OH and has over 25 years of experience in the finance industry.
Jeffrey Atkinson (CRD# 1679474) is an Investment Advisor Representative working at Edward Jones in Loveland, OH and has over 26 years of experience in the finance industry.
Michael Aukerman (CRD# 5207532) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 17 years of experience in the finance industry.
Jason Austerman (CRD# 6103089) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Middletown, OH and has over 11 years of experience in the finance industry.
Brian Austria (CRD# 6418990) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Beavercreek, OH and has over 7 years of experience in the finance industry.
Daniel Austria (CRD# 1721928) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Beavercreek, OH and has over 22 years of experience in the finance industry.
Shiri Ayalon (CRD# 4898977) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cincinnati, OH and has over 12 years of experience in the finance industry. Shiri Ayalon 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.
Marie Azbill (CRD# 4340062) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Centerville, OH and has over 15 years of experience in the finance industry.
John Bach (CRD# 5436710) is an Investment Advisor Representative working at Invest Capital Partners in Springboro, OH and has over 16 years of experience in the finance industry. John Bach 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.
David Bachmeyer (CRD# 1284112) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cincinnati, OH and has over 38 years of experience in the finance industry.