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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
Amy Grunden (CRD# 4627380) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Huntsville, OH and has over 21 years of experience in the finance industry.
Jay Clark (CRD# 6945460) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Huntsville, OH and has over 5 years of experience in the finance industry. Jay Clark 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.
Edward Abbey (CRD# 809243) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lima, OH and has over 40 years of experience in the finance industry.
Jason Anthony (CRD# 2714045) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Piqua, OH and has over 28 years of experience in the finance industry.
Jerome Armstrong (CRD# 4482317) is an Investment Advisor Representative working at Edward Jones in Urbana, OH and has over 18 years of experience in the finance industry.
Barbara Barnhart (CRD# 2247465) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sidney, OH and has over 20 years of experience in the finance industry.
Rebecca Baugh (CRD# 4970915) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lima, OH and has over 15 years of experience in the finance industry.
Craig Bauman (CRD# 4443488) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lima, OH and has over 15 years of experience in the finance industry.
Wesley Bean (CRD# 2795480) is an Investment Advisor Representative working at Mccarthy & Cox Retirement & Estate Specialists LLC in Marysville, OH and has over 27 years of experience in the finance industry.
Amanda Beecher (CRD# 5529153) is an Investment Advisor Representative working at Edward Jones in Marysville, OH and has over 8 years of experience in the finance industry.