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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
Rory Stelzer (CRD# 6838963) is an Investment Advisor Representative working at Edward Jones in Cambridge, OH and has over 6 years of experience in the finance industry.
Bridget Tetak (CRD# 6496969) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Zanesville, OH and has over 8 years of experience in the finance industry. Bridget Tetak 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.
H Thompson (CRD# 1694244) is an Investment Advisor Representative working at Lpl Financial LLC in Coshocton, OH and has over 27 years of experience in the finance industry.
Chad Tom (CRD# 3021957) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Zanesville, OH and has over 22 years of experience in the finance industry.
Joseph Van Reeth (CRD# 1628821) is an Investment Advisor Representative working at Primerica Advisors in New Concord, OH and has over 37 years of experience in the finance industry.
David Weinberg (CRD# 5220082) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Zanesville, OH and has over 17 years of experience in the finance industry.
Jeffrey White (CRD# 1766432) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Uhrichsville, OH and has over 30 years of experience in the finance industry.
Jeffery Willard (CRD# 5787139) is an Investment Advisor Representative working at Edward Jones in Cambridge, OH and has over 13 years of experience in the finance industry.
Gary Williamson (CRD# 4428836) is an Investment Advisor Representative working at Lpl Financial LLC in Cambridge, OH and has over 22 years of experience in the finance industry.
Andrew Wills (CRD# 6862517) is an Investment Advisor Representative working at Huntington Financial Advisors in Zanesville, OH and has over 6 years of experience in the finance industry. Andrew Wills 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.