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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
Kirk Stager (CRD# 2785614) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 10 years of experience in the finance industry.
Mark Stephenson (CRD# 2385184) is an Investment Advisor Representative working at Commonwealth Financial Network in Springfield, OH and has over 29 years of experience in the finance industry.
Nathaniel Stevens (CRD# 4782994) is an Investment Advisor Representative working at Cuso Financial Services in Beavercreek, OH and has over 19 years of experience in the finance industry.
Thomas Tavenner (CRD# 4720439) is an Investment Advisor Representative working at Tavco Financial Advisory, Inc. in Springfield, OH and has over 9 years of experience in the finance industry.
Matthew Theil (CRD# 2379377) is an Investment Advisor Representative working at Ray|theil Wealth Management, LLC in Beavercreek, OH and has over 25 years of experience in the finance industry.
David Trimmer (CRD# 4707092) is an Investment Advisor Representative working at Edward Jones in Fairborn, OH and has over 20 years of experience in the finance industry.
Jessica Trunck (CRD# 4561886) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 9 years of experience in the finance industry.
Richard Tucker (CRD# 2329301) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Washington Court House, OH and has over 31 years of experience in the finance industry.
Susan Vaher (CRD# 5592802) is an Investment Advisor Representative working at Edward Jones in Hillsboro, OH and has over 6 years of experience in the finance industry.
Beth Verdoorn (CRD# 4078307) is an Investment Advisor Representative working at Dean Investments in Beavercreek, OH and has 1 year of experience in the finance industry. Beth Verdoorn 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.