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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
Andrew Croop (CRD# 3188306) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 25 years of experience in the finance industry.
William Cunningham (CRD# 1799567) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has over 29 years of experience in the finance industry. William Cunningham 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.
Cherie Curry (CRD# 6320692) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 8 years of experience in the finance industry.
Eric Curtis (CRD# 5598792) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Columbus, OH and has over 7 years of experience in the finance industry.
Kelly D'ambrosia (CRD# 4312178) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbus, OH and has over 20 years of experience in the finance industry.
Tiffany Dailey (CRD# 6909603) is an Investment Advisor Representative working at Edward Jones in Westerville, OH and has over 5 years of experience in the finance industry.
Jeffrey Daniels (CRD# 2947609) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbus, OH and has over 26 years of experience in the finance industry.
Robert Danuloff (CRD# 5495861) is an Investment Advisor Representative working at Sterne Agee Investment Advisor Services, Inc. in Mansfield and Columbus, Ohio and has over 16 years of experience in the finance industry.
Tiffany Darst (CRD# 5205864) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbus, OH and has over 15 years of experience in the finance industry.
Mr. Dawson began his passion for investing in the most unusual situation. He was nineteen years old, enlisted in the Marine Corps, and on a deployment in Iraq. Through conversation Mr. Dawson discovered his intelligence officer was a financial advisor in Texas. The Major agreed to meet with Mr. Dawson on Sunday's for a few hours to learn more about the investing process over the course of several months. Through his initiative Mr. Dawson discovered his passion for investing that can be seen through helping his clients create a tailored solution for their financial goals.
After the Marines,...