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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
Edward Abbey (CRD# 809243) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lima, OH and has over 40 years of experience in the finance industry.
Michael Allen (CRD# 2334231) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Columbus Grove, OH and has over 25 years of experience in the finance industry.
Titus Allen (CRD# 4774894) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Findlay, OH and has over 17 years of experience in the finance industry. Titus Allen 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.
Heather Allman (CRD# 5619817) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Defiance, OH and has over 15 years of experience in the finance industry.
David Anzicek (CRD# 5616205) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Findlay, OH and has over 10 years of experience in the finance industry. David Anzicek 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.
Steven Arnold (CRD# 2775400) is an Investment Advisor Representative working at Edward Jones in Findlay, OH and has over 27 years of experience in the finance industry.
Allyse Averesch (CRD# 6497235) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bluffton, OH and has over 7 years of experience in the finance industry.
Gregory Averesch (CRD# 4160816) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bluffton, OH and has over 23 years of experience in the finance industry.
Julia Barchent (CRD# 2494304) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Findlay, OH and has over 18 years of experience in the finance industry.
Rebecca Baugh (CRD# 4970915) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lima, OH and has over 15 years of experience in the finance industry.