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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
Joseph Morrow (CRD# 6405308) is an Investment Advisor Representative working at Primerica Advisors in Milan, OH and has 1 year of experience in the finance industry.
Michael Neill (CRD# 4409242) is an Investment Advisor Representative working at Edward Jones in Clyde, OH and has over 22 years of experience in the finance industry.
Dustin Ness (CRD# 4808542) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sandusky, OH and has over 19 years of experience in the finance industry. Dustin Ness 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.
Peter Novak (CRD# 4882779) is an Investment Advisor Representative working at Equitable Advisors, LLC in Sheffield Village, OH and has over 18 years of experience in the finance industry.
Timothy Parkison (CRD# 6822267) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Sandusky, OH and has over 6 years of experience in the finance industry.
Gregory Patrick (CRD# 6022622) is an Investment Advisor Representative working at Primerica Advisors in Milan, OH and has 1 year of experience in the finance industry.
Curtis Paul (CRD# 1240221) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Oberlin, OH and has over 40 years of experience in the finance industry.
Penny Pennell (CRD# 4601613) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Willard, OH and has 1 year of experience in the finance industry.
Nicholas Perrico (CRD# 6059544) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lorain, OH and has over 5 years of experience in the finance industry.
Kimberly Plzak (CRD# 6525190) is an Investment Advisor Representative working at Edward Jones in Elyria, OH and has over 8 years of experience in the finance industry.