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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
Michael Miller (CRD# 5607065) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 14 years of experience in the finance industry.
James Monagan (CRD# 4505244) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Maumee, OH and has over 21 years of experience in the finance industry.
James Morgan (CRD# 2820832) is an Investment Advisor Representative working at Primerica Advisors in Maumee, OH and has over 26 years of experience in the finance industry.
Scott Morgan (CRD# 6548325) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 8 years of experience in the finance industry.
Stephen Morr (CRD# 2351264) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Maumee, OH and has over 24 years of experience in the finance industry.
James Morris (CRD# 4149574) is an Investment Advisor Representative working at Primerica Advisors in Maumee, OH and has over 5 years of experience in the finance industry.
Darren Munn (CRD# 3100611) is an Investment Advisor Representative working at Camelot Portfolios, LLC in Maumee, OH and has over 25 years of experience in the finance industry.
David Munn (CRD# 5707262) is an Investment Advisor Representative working at Munn Wealth Management, LLC in Maumee, OH and has over 14 years of experience in the finance industry. David Munn 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 Newman (CRD# 4183490) is an Investment Advisor Representative working at Primerica Advisors in Maumee, OH and has over 22 years of experience in the finance industry.
Michael Newman (CRD# 4938874) is an Investment Advisor Representative working at Primerica Advisors in Maumee, OH and has 1 year of experience in the finance industry.