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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
Abraham Aviles (CRD# 6534685) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 8 years of experience in the finance industry.
Tom Awadalla (CRD# 5185665) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Cincinnati, OH and has over 15 years of experience in the finance industry. Tom Awadalla 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.
Shiri Ayalon (CRD# 4898977) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cincinnati, OH and has over 12 years of experience in the finance industry. Shiri Ayalon 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 Bachmeyer (CRD# 1284112) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cincinnati, OH and has over 38 years of experience in the finance industry.
Peter Baden (CRD# 2184899) is an Investment Advisor Representative working at Crew Capital Management, Ltd. in Cincinnati, OH and has over 18 years of experience in the finance industry.
Michael Bagnulo (CRD# 867517) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 44 years of experience in the finance industry.
Curtis Bailey (CRD# 5014400) is an Investment Advisor Representative working at Quiet Wealth Management in Cincinnati, OH and has over 16 years of experience in the finance industry. Curtis Bailey 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.
Nathan Bailey (CRD# 6053524) is an Investment Advisor Representative working at Opus Capital Management in Cincinnati, OH and has 1 year of experience in the finance industry.
Neil Bailey (CRD# 5513692) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cincinnati, OH and has over 16 years of experience in the finance industry.
Parker Bailey (CRD# 4652018) is an Investment Advisor Representative working at Park Avenue Securities LLC in Cincinnati, OH and has over 20 years of experience in the finance industry.