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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
Jeremy Kelley (CRD# 5549094) is an Investment Advisor Representative working at Creative Financial Solutions, LLC in Washington Court House, OH and has over 13 years of experience in the finance industry. Jeremy Kelley 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.
Shane McMahon (CRD# 3028092) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Washington C H, OH and has 1 year of experience in the finance industry.
Jeffrey Myers (CRD# 2787589) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Wilmington, OH and has over 22 years of experience in the finance industry.
Richard Tucker (CRD# 2329301) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Washington Court House, OH and has over 30 years of experience in the finance industry.
Samantha Whisenhunt (CRD# 6133446) is an Investment Advisor Representative working at Edward Jones in Wilmington, OH and has over 11 years of experience in the finance industry.
David Wint (CRD# 869808) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Georgetown, OH and has over 29 years of experience in the finance industry.
Philip Zeigler (CRD# 4411292) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wilmington, OH and has over 22 years of experience in the finance industry.
Stephanie Blessing (CRD# 3140879) is an Investment Advisor Representative working at Edward Jones in Wilmington, OH and has over 4 years of experience in the finance industry.
Zane Foucht (CRD# 7255254) is an Investment Advisor Representative working at Edward Jones in Washington Court House, OH and has over 3 years of experience in the finance industry.
Anne Hull (CRD# 5407265) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Wilmington, OH and has over 4 years of experience in the finance industry.