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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
David Stone (CRD# 2244599) is an Investment Advisor Representative working at Personal Financial Advisors, Inc. in Pickerington, OH and has over 31 years of experience in the finance industry. David Stone 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.
Laura Wall (CRD# 6880024) is an Investment Advisor Representative working at Personal Financial Advisors, Inc. in Pickerington, OH and has 1 year of experience in the finance industry. Laura Wall 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.
Dennis Willeck (CRD# 4448953) is an Investment Advisor Representative working at Primerica Advisors in Pickerington, OH and has over 22 years of experience in the finance industry.
Richard Wynn (CRD# 1105452) is an Investment Advisor Representative working at Primerica Advisors in Pickerington, OH and has over 40 years of experience in the finance industry.
Jennie Fravel (CRD# 7672536) is an Investment Advisor Representative working at Phillips Wealth Management LLC in Pickerington, OH and has 1 year of experience in the finance industry.
Michael Haringa (CRD# 4686354) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pickerington, OH and has over 8 years of experience in the finance industry.
Andrew Phillips (CRD# 6188207) is an Investment Advisor Representative working at Phillips Wealth Management LLC in Pickerington, OH and has 1 year of experience in the finance industry.
Daniel Schwoegl (CRD# 7746696) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Pickerington, OH and has 1 year of experience in the finance industry.
Teresa Owsley (CRD# 2483337) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Powell, OH and has over 28 years of experience in the finance industry.
Matthew Freiburger, CFA, CPA (CRD# 5207204) is an Investment Advisor Representative working at Shuttleworth & Company in Dublin, OH and has over 14 years of experience in the finance industry.