-
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
David Bensch (CRD# 5295254) is an Investment Advisor Representative working at Fourth Dimension Financial Group in Perrysburg, OH and has over 15 years of experience in the finance industry.
Christine Berberich (CRD# 2501159) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Northwood, OH and has over 29 years of experience in the finance industry. Christine Berberich 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.
Donald Berkey (CRD# 716708) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bellevue, OH and has over 22 years of experience in the finance industry.
Athol Bias (CRD# 2858376) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Castalia, OH and has over 26 years of experience in the finance industry.
William Bohney (CRD# 4230197) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Perrysburg, OH and has over 23 years of experience in the finance industry. William Bohney 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.
Deborah Boisselle (CRD# 1138160) is an Investment Advisor Representative working at Lpl Financial LLC in Toledo, OH and has over 36 years of experience in the finance industry.
Michael Brandon (CRD# 5423055) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Perrysburg, OH and has over 16 years of experience in the finance industry.
David Brenneis (CRD# 1392055) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Sandusky, OH and has over 38 years of experience in the finance industry.
Gregory Brescol (CRD# 5898177) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Toledo, OH and has over 12 years of experience in the finance industry.
Carol Brighton (CRD# 3237976) is an Investment Advisor Representative working at Huntington Financial Advisors in Temperance, MI and has over 9 years of experience in the finance industry.