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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
Shannon Wilkerson (CRD# 5186700) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sidney, OH and has over 9 years of experience in the finance industry.
Mary Ann Wireman (CRD# 4678978) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lima, OH and has over 16 years of experience in the finance industry.
Marshall Wolowicz (CRD# 2051478) is an Investment Advisor Representative working at Edward Jones in Kenton, OH and has over 34 years of experience in the finance industry.
Justin Wurster (CRD# 5641887) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Piqua, OH and has over 13 years of experience in the finance industry. Justin Wurster 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.
Danielle Yingst (CRD# 6199738) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sidney, OH and has over 10 years of experience in the finance industry.
Peter Rafaniello (CRD# 4035623) is an Investment Advisor Representative working at Lpl Financial LLC in Lima, OH and has over 22 years of experience in the finance industry.
Ann Agozzino (CRD# 5819537) is an Investment Advisor Representative working at Lpl Financial LLC in Wapakoneta, OH and has over 8 years of experience in the finance industry.
Zachary Bradley (CRD# 4483320) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Canal Winchester, OH and has over 3 years of experience in the finance industry.
Jason Christman (CRD# 7119729) is an Investment Advisor Representative working at Edward Jones in Anna, OH and has over 4 years of experience in the finance industry.
Jay Clark (CRD# 6945460) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Huntsville, OH and has over 5 years of experience in the finance industry. Jay Clark 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.