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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
Kelly Savage (CRD# 2265542) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Maumee, OH and has over 31 years of experience in the finance industry.
Sean Savage (CRD# 3030045) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Maumee, OH and has over 25 years of experience in the finance industry. Sean Savage 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 Schimming (CRD# 6580390) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Maumee, OH and has over 7 years of experience in the finance industry.
Steven Schwartz (CRD# 1245360) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 39 years of experience in the finance industry. Steven Schwartz 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.
David Sherman (CRD# 5215565) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 17 years of experience in the finance industry.
Sarah Sherwin (CRD# 5486461) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 15 years of experience in the finance industry.
Gregory Siravo (CRD# 1726130) is an Investment Advisor Representative working at Primerica Advisors in Maumee, OH and has over 36 years of experience in the finance industry.
Mark Smigelski (CRD# 1705386) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Maumee, OH and has over 25 years of experience in the finance industry.
Mark Smith (CRD# 1255998) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Maumee, OH and has over 30 years of experience in the finance industry.
Stephanie Smith-Tremoulis (CRD# 5000149) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 18 years of experience in the finance industry. Stephanie Smith-Tremoulis 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.