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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
Kasey Massie-Yeagle (CRD# 5348707) is an Investment Advisor Representative working at Wells Fargo Advisors in Troy, OH and has over 8 years of experience in the finance industry.
Charles McCarty (CRD# 5769579) is an Investment Advisor Representative working at Primerica Advisors in Dayton, OH and has over 5 years of experience in the finance industry.
Michael McCorkle (CRD# 6736926) is an Investment Advisor Representative working at Edward Jones in Piqua, OH and has over 7 years of experience in the finance industry.
James McKee (CRD# 2233998) is an Investment Advisor Representative working at Commonwealth Financial Network in Tipp City, OH and has over 29 years of experience in the finance industry.
Kevin Meiring (CRD# 4473037) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fort Loramie, OH and has over 22 years of experience in the finance industry.
Myrtie Melas (CRD# 4959791) is an Investment Advisor Representative working at Pnc Investments in Troy, OH and has over 15 years of experience in the finance industry.
Adam Meyer (CRD# 6126880) is an Investment Advisor Representative working at Prudential Financial Planning Services in Minster, OH and has 1 year of experience in the finance industry.
Steven Meyer (CRD# 3048171) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Dayton, OH and has over 24 years of experience in the finance industry.
Michael Moran (CRD# 1410722) is an Investment Advisor Representative working at Miami Valley Portfolio Management Inc. in Brookville, OH and has over 19 years of experience in the finance industry.
Forest Moses (CRD# 1401745) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Dayton, OH and has over 29 years of experience in the finance industry. Forest Moses 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.