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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
Thomas Maney (CRD# 5124935) is an Investment Advisor Representative working at Edward Jones in Mason, OH and has over 17 years of experience in the finance industry.
Michelle Matson (CRD# 2693148) is an Investment Advisor Representative working at Matson Money, Inc. in Mason, OH and has over 28 years of experience in the finance industry.
Charles Maxim (CRD# 2402935) is an Investment Advisor Representative working at Lpl Financial LLC in Mason, OH and has over 30 years of experience in the finance industry.
William McKenna (CRD# 1029691) is an Investment Advisor Representative working at Provenance Wealth Advisors in Mason, OH and has over 42 years of experience in the finance industry.
Shane McMahon (CRD# 5905798) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mason, OH and has 1 year of experience in the finance industry.
Brandon Miller (CRD# 5519602) is an Investment Advisor Representative working at Huntington Financial Advisors in Mason, OH and has over 15 years of experience in the finance industry. Brandon Miller 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.
Stacy Naberhaus (CRD# 4350581) is an Investment Advisor Representative working at Commonwealth Financial Network in Mason, OH and has over 13 years of experience in the finance industry.
Thomas Neess (CRD# 1579248) is an Investment Advisor Representative working at Private Advisor Group, LLC in Mason, OH and has over 34 years of experience in the finance industry.
William Parker (CRD# 2903559) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mason, OH and has over 8 years of experience in the finance industry.
Milan Patel (CRD# 2320912) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Mason, OH and has over 30 years of experience in the finance industry. Milan Patel 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.