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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
Timothy Solt (CRD# 4274646) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in New Albany, OH and has over 23 years of experience in the finance industry.
Wayne Struble (CRD# 818202) is an Investment Advisor Representative working at Shore Morgan Young Wealth Strategies in New Albany, OH and has 1 year of experience in the finance industry.
James Thomas (CRD# 5836397) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Albany, OH and has over 7 years of experience in the finance industry.
Kathryn Ufferman (CRD# 4743663) is an Investment Advisor Representative working at Lpl Financial LLC in New Albany, OH and has over 20 years of experience in the finance industry.
Gary Vogelgesang (CRD# 2436041) is an Investment Advisor Representative working at Spc in New Albany, OH and has over 30 years of experience in the finance industry. Gary Vogelgesang 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.
Romeo Vuticevski (CRD# 2638340) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Albany, OH and has over 27 years of experience in the finance industry.
Robert Willison (CRD# 5278424) is an Investment Advisor Representative working at Spc in New Albany, OH and has over 17 years of experience in the finance industry.
Marya Young (CRD# 4542541) is an Investment Advisor Representative working at Lincoln Investment in New Albany, OH and has over 20 years of experience in the finance industry.
Eugene Zappitelli (CRD# 1337547) is an Investment Advisor Representative working at Lpl Financial LLC in New Albany, OH and has over 26 years of experience in the finance industry.
Kimberly Bolton (CRD# 7334456) is an Investment Advisor Representative working at Your Financial Pharmacist in New Albany, OH and has over 3 years of experience in the finance industry.