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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
Jessica Simmons (CRD# 5924891) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Bellefontaine, OH and has over 12 years of experience in the finance industry. Jessica Simmons 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.
Scott Steineman (CRD# 6421268) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sidney, OH and has over 9 years of experience in the finance industry.
Andrew Stewart (CRD# 6105370) is an Investment Advisor Representative working at Edward Jones in Sidney, OH and has over 11 years of experience in the finance industry.
Tony Stinebaugh (CRD# 4511561) is an Investment Advisor Representative working at Edward Jones in Wapakoneta, OH and has over 21 years of experience in the finance industry.
Andrew Strasburg (CRD# 6033729) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Wapakoneta, OH and has over 4 years of experience in the finance industry.
Tracy Strous (CRD# 2113044) is an Investment Advisor Representative working at Lpl Financial LLC in Wapakoneta, OH and has over 27 years of experience in the finance industry.
Douglas Sutton (CRD# 1439074) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lima, OH and has over 26 years of experience in the finance industry. Douglas Sutton 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.
Robert Szuch (CRD# 1188535) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ada, OH and has over 26 years of experience in the finance industry.
Todd Thompson (CRD# 2387536) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sidney, OH and has over 24 years of experience in the finance industry.
Cherie Turnwald (CRD# 2845565) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lima, OH and has over 23 years of experience in the finance industry.