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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
Marc Jewell (CRD# 258641) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 38 years of experience in the finance industry. Marc Jewell 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.
Terry May (CRD# 1453998) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Greenville, OH and has over 37 years of experience in the finance industry.
Trent May (CRD# 5275133) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Greenville, OH and has over 14 years of experience in the finance industry.
Jarrod McKee (CRD# 5536988) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 13 years of experience in the finance industry.
Phillip Pierri (CRD# 6922111) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 5 years of experience in the finance industry. Phillip Pierri 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.
Tony Pulley (CRD# 1345644) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 38 years of experience in the finance industry.
Douglas Shields (CRD# 2255178) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Greenville, OH and has over 13 years of experience in the finance industry.
Todd Subler (CRD# 2401259) is an Investment Advisor Representative working at Edward Jones in Greenville, OH and has over 21 years of experience in the finance industry.
Sue Swank-Ripple (CRD# 1194719) is an Investment Advisor Representative working at Lincoln Investment in Greenville, OH and has over 29 years of experience in the finance industry.
Robert Tyler (CRD# 2681663) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 28 years of experience in the finance industry. Robert Tyler 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.