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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
Mark Nagy (CRD# 2032863) is an Investment Advisor Representative working at Gradient Advisors, LLC in Celina, OH and has over 29 years of experience in the finance industry.
Jesse O'rourke (CRD# 7003267) is an Investment Advisor Representative working at Edward Jones in Piqua, OH and has over 5 years of experience in the finance industry.
David Oliver (CRD# 6287529) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Minster, OH and has over 4 years of experience in the finance industry.
Jeffrey Overberg (CRD# 2312649) is an Investment Advisor Representative working at Edward Jones in Wapakoneta, OH and has over 31 years of experience in the finance industry.
Spencer Peltier (CRD# 6255445) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Piqua, OH and has over 10 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.
Troy Prenger (CRD# 6189155) is an Investment Advisor Representative working at Lincoln Investment in Maria Stein, OH and has over 10 years of experience in the finance industry.
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.
Ryan Ratermann (CRD# 4862375) is an Investment Advisor Representative working at Edward Jones in Piqua, OH and has over 19 years of experience in the finance industry.
Mark Reedy (CRD# 4148258) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Piqua, OH and has over 23 years of experience in the finance industry.