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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
Keri May (CRD# 6285251) is an Investment Advisor Representative working at Edward Jones in Sandusky, OH and has over 10 years of experience in the finance industry.
James McAleese (CRD# 2919981) is an Investment Advisor Representative working at Next Financial Group, Inc. in Wellington, OH and has over 26 years of experience in the finance industry. James McAleese 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 McDougal (CRD# 3112762) is an Investment Advisor Representative working at Lpl Financial LLC in New Washington, OH and has over 18 years of experience in the finance industry.
Joshua Mesenburg (CRD# 5006233) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sandusky, OH and has over 18 years of experience in the finance industry.
Wesley Miller (CRD# 2944149) is an Investment Advisor Representative working at Edward Jones in Bellevue, OH and has over 26 years of experience in the finance industry.
Scott Mohler (CRD# 2107556) is an Investment Advisor Representative working at Lpl Financial LLC in Port Clinton, OH and has over 33 years of experience in the finance industry.
Karen Morris (CRD# 4173797) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Sandusky, OH and has over 22 years of experience in the finance industry.
Joseph Morrow (CRD# 6405308) is an Investment Advisor Representative working at Primerica Advisors in Milan, OH and has 1 year of experience in the finance industry.
William Murray (CRD# 5920818) is an Investment Advisor Representative working at Firelands Wealth Management, LLC in Huron, OH and has over 12 years of experience in the finance industry.
Michael Neill (CRD# 4409242) is an Investment Advisor Representative working at Edward Jones in Clyde, OH and has over 22 years of experience in the finance industry.