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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
Ashley Sullivan (CRD# 5808216) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Loveland, OH and has over 8 years of experience in the finance industry. Ashley Sullivan 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.
Cecile Vogler (CRD# 2365780) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Loveland, OH and has over 30 years of experience in the finance industry.
David Wood (CRD# 2848222) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Loveland, OH and has over 22 years of experience in the finance industry.
Janet Zorko (CRD# 4876924) is an Investment Advisor Representative working at Integrity Wealth Management, LLC in Loveland, OH and has over 19 years of experience in the finance industry.
Stephen Zorko (CRD# 4761332) is an Investment Advisor Representative working at Integrity Wealth Management, LLC in Loveland, OH and has over 20 years of experience in the finance industry. Stephen Zorko 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.
Christopher Atkinson (CRD# 4449651) is an Investment Advisor Representative working at Edward Jones in Loveland, OH and has over 2 years of experience in the finance industry.
Dwayne Daniels (CRD# 6117658) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Loveland, OH and has over 6 years of experience in the finance industry.
Matthew Daniels (CRD# 7251528) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Loveland, OH and has over 3 years of experience in the finance industry.
Kostantinos Georgostathis (CRD# 2409628) is an Investment Advisor Representative working at Vantage Financial Partners, LLC in Loveland, OH and has over 30 years of experience in the finance industry. Kostantinos Georgostathis 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.
Austin Jarvis (CRD# 7154151) is an Investment Advisor Representative working at Jarvis Global Investments LLC in Loveland, OH and has over 4 years of experience in the finance industry.