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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
Gary Holstine (CRD# 1288336) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Miamisburg, OH and has over 39 years of experience in the finance industry.
Sydney Howell (CRD# 7356028) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Miamisburg, OH and has 1 year of experience in the finance industry.
Kyle Jones (CRD# 7340800) is an Investment Advisor Representative working at Primerica Advisors in Miamisburg, OH and has over 2 years of experience in the finance industry.
Emily Julian (CRD# 7490095) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Miamisburg, OH and has 1 year of experience in the finance industry.
Kinsey Kinder (CRD# 6600027) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Miamisburg, OH and has 1 year of experience in the finance industry.
Matthew Lucas (CRD# 7561564) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Miamisburg, OH and has 1 year of experience in the finance industry.
Jonathan Lusk (CRD# 7145019) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Miamisburg, OH and has 1 year of experience in the finance industry.
Sara Mahoney (CRD# 3072281) is an Investment Advisor Representative working at Eubel Brady & Suttman in Miamisburg, OH and has over 25 years of experience in the finance industry.
Chase Marshall (CRD# 7847246) is an Investment Advisor Representative working at Eubel Brady & Suttman in Miamisburg, OH and has 1 year of experience in the finance industry.
Jenna McGillivary (CRD# 7381416) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Miamisburg, OH and has over 2 years of experience in the finance industry.