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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
Steven Walker (CRD# 1247716) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Defiance, OH and has over 18 years of experience in the finance industry.
Jared Walsh (CRD# 4844150) is an Investment Advisor Representative working at Reservoir Wealth Management in Lima, OH and has over 19 years of experience in the finance industry. Jared Walsh 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.
Trevor Webster (CRD# 5453955) is an Investment Advisor Representative working at Edward Jones in Van Wert, OH and has over 15 years of experience in the finance industry.
Brian Wentling (CRD# 2242826) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lima, OH and has over 31 years of experience in the finance industry.
Brenda Westbeld (CRD# 1918241) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lima, OH and has over 33 years of experience in the finance industry.
Mary Ann Wireman (CRD# 4678978) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lima, OH and has over 16 years of experience in the finance industry.
Peter Rafaniello (CRD# 4035623) is an Investment Advisor Representative working at Lpl Financial LLC in Lima, OH and has over 22 years of experience in the finance industry.
Joseph Belcastro (CRD# 5482990) is an Investment Advisor Representative working at Lpl Financial LLC in Defiance, OH and has over 2 years of experience in the finance industry.
Joshua Buckland (CRD# 7785496) is an Investment Advisor Representative working at Edward Jones in Glandorf, OH and has 1 year of experience in the finance industry.
Nicholas Buckland (CRD# 7532660) is an Investment Advisor Representative working at Edward Jones in Defiance, OH and has 1 year of experience in the finance industry.