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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
Elle Moser (CRD# 7277420) is an Investment Advisor Representative working at Independent Financial Partners in Powell, OH and has over 3 years of experience in the finance industry.
John Natale (CRD# 6161077) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Powell, OH and has over 11 years of experience in the finance industry.
Charles Reymann (CRD# 7204420) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Powell, OH and has over 3 years of experience in the finance industry.
Jason Thompson (CRD# 2716497) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Powell, OH and has over 28 years of experience in the finance industry.
Svetlana Will (CRD# 4408029) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Powell, OH and has over 2 years of experience in the finance industry.
Fred Abbott (CRD# 2278230) is an Investment Advisor Representative working at Lpl Financial LLC in Westerville, OH and has over 30 years of experience in the finance industry. Fred Abbott 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.
Adam Abramowitz (CRD# 2898995) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbus, OH and has over 25 years of experience in the finance industry.
Clay Acer (CRD# 6112873) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Columbus, OH and has over 6 years of experience in the finance industry. Clay Acer 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.
Jeffrey Acuff (CRD# 2716981) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbus, OH and has over 28 years of experience in the finance industry.
Chad Adams (CRD# 5804903) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbus, OH and has over 9 years of experience in the finance industry.