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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
Karen Morris (CRD# 4173797) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Sandusky, OH and has over 22 years of experience in the finance industry.
Joseph Morrow (CRD# 6405308) is an Investment Advisor Representative working at Primerica Advisors in Milan, OH and has 1 year of experience in the finance industry.
William Murray (CRD# 5920818) is an Investment Advisor Representative working at Firelands Wealth Management, LLC in Huron, OH and has over 12 years of experience in the finance industry.
Michael Neill (CRD# 4409242) is an Investment Advisor Representative working at Edward Jones in Clyde, OH and has over 22 years of experience in the finance industry.
Dustin Ness (CRD# 4808542) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sandusky, OH and has over 19 years of experience in the finance industry. Dustin Ness 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.
Eliot Parker (CRD# 6466770) is an Investment Advisor Representative working at Parkmont Wealth Advisors LLC in Fremont, OH and has over 9 years of experience in the finance industry.
Robert Parker (CRD# 1390664) is an Investment Advisor Representative working at Parkmont Wealth Advisors LLC in Fremont, OH and has over 24 years of experience in the finance industry.
Timothy Parkison (CRD# 6822267) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Sandusky, OH and has over 6 years of experience in the finance industry.
Gregory Patrick (CRD# 6022622) is an Investment Advisor Representative working at Primerica Advisors in Milan, OH and has 1 year of experience in the finance industry.
Scott Peluso (CRD# 2630685) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Fostoria, OH and has over 25 years of experience in the finance industry.