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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
Rachel Auxier (CRD# 5151163) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cincinnati, OH and has over 17 years of experience in the finance industry.
Shiri Ayalon (CRD# 4898977) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cincinnati, OH and has over 12 years of experience in the finance industry. Shiri Ayalon 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.
David Bachmeyer (CRD# 1284112) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cincinnati, OH and has over 38 years of experience in the finance industry.
Michael Bagnulo (CRD# 867517) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 44 years of experience in the finance industry.
Curtis Bailey (CRD# 5014400) is an Investment Advisor Representative working at Quiet Wealth Management in Cincinnati, OH and has over 16 years of experience in the finance industry. Curtis Bailey 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.
Neil Bailey (CRD# 5513692) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cincinnati, OH and has over 16 years of experience in the finance industry.
Michael Bain (CRD# 4676534) is an Investment Advisor Representative working at Mbia Capital Advisors in Cincinnati, OH and has over 19 years of experience in the finance industry. Michael Bain 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.
Bennett Baker (CRD# 2999046) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Montgomery, OH and has over 26 years of experience in the finance industry.
Bruce Baker (CRD# 1033893) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cincinnati, OH and has over 41 years of experience in the finance industry.
Dale Ballbach (CRD# 2875870) is an Investment Advisor Representative working at Primerica Advisors in West Chester, OH and has over 26 years of experience in the finance industry.