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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
Dustin Ness (CRD# 4808542) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sandusky, OH and has over 19 years of experience in the finance industry. Dustin Ness 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.
George Newton (CRD# 4164554) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Port Clinton, OH and has over 23 years of experience in the finance industry.
Timothy Parkison (CRD# 6822267) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Sandusky, OH and has over 6 years of experience in the finance industry.
Gregory Patrick (CRD# 6022622) is an Investment Advisor Representative working at Primerica Advisors in Milan, OH and has 1 year of experience in the finance industry.
Curtis Paul (CRD# 1240221) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Oberlin, OH and has over 40 years of experience in the finance industry.
Penny Pennell (CRD# 4601613) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Willard, OH and has 1 year of experience in the finance industry.
Nicholas Perrico (CRD# 6059544) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lorain, OH and has over 5 years of experience in the finance industry.
Jeremy Pifer (CRD# 5763178) is an Investment Advisor Representative working at Firelands Wealth Management, LLC in Huron, OH and has over 11 years of experience in the finance industry. Jeremy Pifer 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.
Ryan Reffner (CRD# 4984584) is an Investment Advisor Representative working at Edward Jones in Huron, OH and has over 18 years of experience in the finance industry.
Jeffrey Reitzel (CRD# 4916141) is an Investment Advisor Representative working at Money Concepts Advisory Service in Sandusky, OH and has over 18 years of experience in the finance industry.