-
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
Alexander Parker (CRD# 6371175) is an Investment Advisor Representative working at Prudential Financial Planning Services in Findlay, OH and has over 5 years of experience in the finance industry.
Ross Parker (CRD# 4922799) is an Investment Advisor Representative working at Primerica Advisors in Findlay, OH and has 1 year of experience in the finance industry.
Stephanie Patton (CRD# 3226973) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Delphos, OH and has over 21 years of experience in the finance industry.
Sarah Peters (CRD# 6724779) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Findlay, OH and has over 5 years of experience in the finance industry.
Garry Peterson (CRD# 1307563) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Ottawa, OH and has over 27 years of experience in the finance industry.
Brian Phillips (CRD# 3159701) is an Investment Advisor Representative working at Lpl Financial LLC in Kenton, OH and has over 16 years of experience in the finance industry.
Michael Pine (CRD# 5695987) is an Investment Advisor Representative working at Primerica Advisors in Findlay, OH and has over 3 years of experience in the finance industry.
Clay Plaugher (CRD# 6554775) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lima, OH and has over 6 years of experience in the finance industry.
Robert Poling (CRD# 2453046) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lima, OH and has over 30 years of experience in the finance industry. Robert Poling 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.
Kara Price (CRD# 5631528) is an Investment Advisor Representative working at Edward Jones in Defiance, OH and has over 15 years of experience in the finance industry.