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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
Mark Nagy (CRD# 2032863) is an Investment Advisor Representative working at Gradient Advisors, LLC in Celina, OH and has over 29 years of experience in the finance industry.
Timothy Niebel (CRD# 3006084) is an Investment Advisor Representative working at Lpl Financial LLC in Lima, OH and has over 26 years of experience in the finance industry.
Jesse O'rourke (CRD# 7003267) is an Investment Advisor Representative working at Edward Jones in Piqua, OH and has over 5 years of experience in the finance industry.
Jeffrey Oda (CRD# 2275129) is an Investment Advisor Representative working at Edward Jones in Troy, OH and has over 31 years of experience in the finance industry.
Jeffrey Overberg (CRD# 2312649) is an Investment Advisor Representative working at Edward Jones in Wapakoneta, OH and has over 31 years of experience in the finance industry.
John Palotas (CRD# 2148454) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Troy, OH and has over 22 years of experience in the finance industry.
Spencer Peltier (CRD# 6255445) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Piqua, OH and has over 10 years of experience in the finance industry.
Phillip Pierri (CRD# 6922111) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 5 years of experience in the finance industry. Phillip Pierri 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.
Dianne Pitts (CRD# 3063593) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sidney, OH and has over 13 years of experience in the finance industry.
Clay Plaugher (CRD# 6554775) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lima, OH and has over 6 years of experience in the finance industry.