-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Christine Hulme (CRD# 2707676) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sidney, OH and has over 28 years of experience in the finance industry. Christine Hulme 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.
Scott Jensen (CRD# 3134571) is an Investment Advisor Representative working at Hardy & Hardy Co LLC in Lima, OH and has over 24 years of experience in the finance industry.
Marc Jewell (CRD# 258641) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 38 years of experience in the finance industry. Marc Jewell 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 Karas (CRD# 5467175) is an Investment Advisor Representative working at Edward Jones in Sidney, OH and has over 16 years of experience in the finance industry.
Sarah Karas (CRD# 7068708) is an Investment Advisor Representative working at Edward Jones in Saint Marys, OH and has over 5 years of experience in the finance industry.
Randall Kaup (CRD# 5173095) is an Investment Advisor Representative working at Avantax Advisory Services in Coldwater, OH and has over 17 years of experience in the finance industry.
Tammy Kirkendall (CRD# 4130101) is an Investment Advisor Representative working at Edward Jones in Lima, OH and has over 13 years of experience in the finance industry.
Robert Knapke (CRD# 4148078) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Coldwater, OH and has over 23 years of experience in the finance industry.
Mary Koesters (CRD# 4761177) is an Investment Advisor Representative working at Avantax Advisory Services in Coldwater, OH and has over 17 years of experience in the finance industry.
Lori Kroeger (CRD# 3028119) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lima, OH and has 1 year of experience in the finance industry.