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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
Patrick Clark (CRD# 5662335) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Albany, OH and has over 11 years of experience in the finance industry.
Stephen Clifton (CRD# 6796410) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 5 years of experience in the finance industry.
Richard Clouse (CRD# 2442903) is an Investment Advisor Representative working at Global Retirement Partners LLC in Westerville, OH and has over 30 years of experience in the finance industry.
Jonathan Codispoti (CRD# 5354969) is an Investment Advisor Representative working at Park Avenue Securities LLC in Columbus, OH and has over 14 years of experience in the finance industry.
Jason Codrea (CRD# 4640340) is an Investment Advisor Representative working at Private Advisor Group, LLC in Westerville, OH and has over 21 years of experience in the finance industry.
Mark Coffey (CRD# 2121803) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has over 33 years of experience in the finance industry. Mark Coffey 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.
Brett Coffing (CRD# 4686333) is an Investment Advisor Representative working at Edward Jones in Pickerington, OH and has over 20 years of experience in the finance industry.
Tanya Cole (CRD# 5456487) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Columbus, OH and has over 12 years of experience in the finance industry.
Brian Collins (CRD# 5713669) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pickerington, OH and has over 12 years of experience in the finance industry.
Helen Colon (CRD# 1197957) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Columbus, OH and has over 11 years of experience in the finance industry.