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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
Margaret Ortman (CRD# 7604669) is an Investment Advisor Representative working at Edward Jones in Middletown, OH and has 1 year of experience in the finance industry.
Chris Poppa (CRD# 5689626) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Middletown, OH and has over 3 years of experience in the finance industry.
Joshua Weinstein (CRD# 4878671) is an Investment Advisor Representative working at Independent Financial Partners in Middletown, OH and has over 16 years of experience in the finance industry. Joshua Weinstein 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.
Michael Abbinante (CRD# 3004878) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 25 years of experience in the finance industry.
John Abbott (CRD# 2930449) is an Investment Advisor Representative working at Primerica Advisors in Centerville, OH and has over 26 years of experience in the finance industry.
Nathaniel Abney (CRD# 4903661) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Dayton, OH and has over 18 years of experience in the finance industry.
Phillip Abshire (CRD# 2667585) is an Investment Advisor Representative working at Edward Jones in Oxford, OH and has over 28 years of experience in the finance industry.
Gregory Achten (CRD# 2076400) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 33 years of experience in the finance industry.
Dwayne Adams (CRD# 2409932) is an Investment Advisor Representative working at Lpl Financial LLC in Centerville, OH and has over 30 years of experience in the finance industry. Dwayne Adams 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.
Seth Adamson (CRD# 6690104) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 7 years of experience in the finance industry.