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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
Matthew Anderson (CRD# 6324829) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 9 years of experience in the finance industry.
Matthew Arnold (CRD# 1473607) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 37 years of experience in the finance industry. Matthew Arnold 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.
Jess Bennett (CRD# 4595393) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oxford, OH and has over 21 years of experience in the finance industry. Jess Bennett 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.
Thomas Bevington (CRD# 6703768) is an Investment Advisor Representative working at Edward Jones in Centerville, IN and has over 7 years of experience in the finance industry.
David Biggs (CRD# 3190598) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Eaton, OH and has over 8 years of experience in the finance industry.
Milton Blersch (CRD# 2716843) is an Investment Advisor Representative working at Blue Bison Investments in Centerville, IN and has over 27 years of experience in the finance industry.
Zachary Bruening (CRD# 6683041) is an Investment Advisor Representative working at Edward Jones in Greenville, OH and has over 7 years of experience in the finance industry.
Christopher Bunch (CRD# 6280251) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 9 years of experience in the finance industry.
Nicholas Burns (CRD# 6478995) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 6 years of experience in the finance industry.
John Cioffi (CRD# 2376946) is an Investment Advisor Representative working at Vertice Capital Partners, LLC in Oxford, OH and has over 24 years of experience in the finance industry.