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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
Barbara Malhoit (CRD# 854806) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Defiance, OH and has over 32 years of experience in the finance industry. Barbara Malhoit 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.
Philip Mason (CRD# 2877597) is an Investment Advisor Representative working at Mml Investors Services, LLC in Columbus Grove, OH and has over 26 years of experience in the finance industry.
Zachary McCain (CRD# 5174619) is an Investment Advisor Representative working at Edward Jones in Lima, OH and has over 17 years of experience in the finance industry.
Lynn Metzger (CRD# 3174316) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lima, OH and has over 24 years of experience in the finance industry.
Matthew Metzger (CRD# 3246225) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lima, OH and has over 23 years of experience in the finance industry.
Zachary Miller (CRD# 5417879) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Lima, OH and has over 10 years of experience in the finance industry.
Jennifer Moenter (CRD# 6222756) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Delphos, OH and has over 3 years of experience in the finance industry.
Michael Moessner (CRD# 2903959) is an Investment Advisor Representative working at Huntington Financial Advisors in Lima, OH and has over 19 years of experience in the finance industry.
Stephanie Moos (CRD# 6359715) is an Investment Advisor Representative working at Edward Jones in Lima, OH and has over 9 years of experience in the finance industry.
Timothy Niebel (CRD# 3006084) is an Investment Advisor Representative working at Lpl Financial LLC in Lima, OH and has over 26 years of experience in the finance industry.