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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
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.
Michael Bagnulo (CRD# 867517) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 44 years of experience in the finance industry.
Neil Bailey (CRD# 5513692) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cincinnati, OH and has over 16 years of experience in the finance industry.
Bennett Baker (CRD# 2999046) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Montgomery, OH and has over 26 years of experience in the finance industry.
Bruce Baker (CRD# 1033893) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cincinnati, OH and has over 41 years of experience in the finance industry.
Scott Barbee (CRD# 4360704) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 21 years of experience in the finance industry. Scott Barbee 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.
John Barnes (CRD# 4361837) is an Investment Advisor Representative working at Mml Investors Services, LLC in Cincinnati, OH and has over 22 years of experience in the finance industry.
Matthew Barnes (CRD# 4792589) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 20 years of experience in the finance industry. Matthew Barnes 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.
Natalie Barnett (CRD# 4476735) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in West Union, OH and has over 19 years of experience in the finance industry.