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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
Terry May (CRD# 1453998) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Greenville, OH and has over 37 years of experience in the finance industry.
Trent May (CRD# 5275133) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Greenville, OH and has over 14 years of experience in the finance industry.
Jarrod McKee (CRD# 5536988) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 13 years of experience in the finance industry.
Kristin Mullins (CRD# 5416763) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Eaton, OH and has over 14 years of experience in the finance industry.
Phillip Pierri (CRD# 6922111) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 5 years of experience in the finance industry. Phillip Pierri 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.
Tony Pulley (CRD# 1345644) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 38 years of experience in the finance industry.
Gary Riebsomer (CRD# 5798960) is an Investment Advisor Representative working at Edward Jones in Connersville, IN and has over 13 years of experience in the finance industry.
Michael Rudolph (CRD# 1199955) is an Investment Advisor Representative working at Eagle Strategies LLC in Oxford, OH and has over 33 years of experience in the finance industry.
William Schafer (CRD# 1896301) is an Investment Advisor Representative working at Eagle Strategies LLC in Oxford, OH and has over 32 years of experience in the finance industry.
Isaac Shepherd (CRD# 4995792) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Eaton, OH and has over 17 years of experience in the finance industry.