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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
Jon Morgan (CRD# 1977682) is an Investment Advisor Representative working at Lincoln Investment in New Albany, OH and has over 31 years of experience in the finance industry.
David Morosky (CRD# 728118) is an Investment Advisor Representative working at Wells Fargo Advisors in New Albany, OH and has over 42 years of experience in the finance industry.
Gregory Munster (CRD# 1547495) is an Investment Advisor Representative working at Wells Fargo Advisors in New Albany, OH and has over 31 years of experience in the finance industry. Gregory Munster 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.
Adam Osterling (CRD# 6730087) is an Investment Advisor Representative working at Lincoln Investment in New Albany, OH and has over 5 years of experience in the finance industry.
Elizabeth Rugg (CRD# 5196838) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Albany, OH and has over 17 years of experience in the finance industry.
Melissa Rush (CRD# 2401412) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Albany, OH and has over 23 years of experience in the finance industry.
Walter Russell (CRD# 4192857) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in New Albany, OH and has over 19 years of experience in the finance industry.
Mark Shafer (CRD# 1305651) is an Investment Advisor Representative working at Goodrich Asset Management LLC in New Albany, OH and has over 39 years of experience in the finance industry.
Robert Sharpe (CRD# 1601656) is an Investment Advisor Representative working at Vela Investment Management, LLC in New Albany, OH and has over 10 years of experience in the finance industry.
Lewis Shore (CRD# 810568) is an Investment Advisor Representative working at Lincoln Investment in New Albany, OH and has over 30 years of experience in the finance industry.