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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
Amy Fredritz (CRD# 6031347) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Upper Sandusky, OH and has over 7 years of experience in the finance industry.
John Giberson (CRD# 5582023) is an Investment Advisor Representative working at Edward Jones in Delaware, OH and has over 15 years of experience in the finance industry.
David Goins (CRD# 2350445) is an Investment Advisor Representative working at Commonwealth Financial Network in Marysville, OH and has over 30 years of experience in the finance industry. David Goins 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.
Kyle Goins (CRD# 5912392) is an Investment Advisor Representative working at Commonwealth Financial Network in Marysville, OH and has over 10 years of experience in the finance industry.
Julian Guilfoyle (CRD# 6398213) is an Investment Advisor Representative working at Corecap Advisors in Centerburg, OH and has over 9 years of experience in the finance industry.
Michael Haddaway (CRD# 2242912) is an Investment Advisor Representative working at World Choice Securities, Inc. in Sunbury, OH and has over 19 years of experience in the finance industry.
Amanda Hall (CRD# 3018772) is an Investment Advisor Representative working at Oneseven in Delaware, OH and has over 25 years of experience in the finance industry.
Sri Haran (CRD# 2748909) is an Investment Advisor Representative working at Hwco Wealth Management Services, LLC in Dublin, OH and has over 27 years of experience in the finance industry. Sri Haran 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.
Eric Harris (CRD# 5674931) is an Investment Advisor Representative working at Theus Wealth Advisors in Sunbury, OH and has over 11 years of experience in the finance industry.
Patrick Henry (CRD# 7074599) is an Investment Advisor Representative working at Edward Jones in Columbus, OH and has over 5 years of experience in the finance industry.