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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
Brian Bollenbacher (CRD# 6700112) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sandusky, OH and has over 7 years of experience in the finance industry. Brian Bollenbacher 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.
Andrew Brewer (CRD# 7373980) is an Investment Advisor Representative working at Great Lakes Benefits And Wealth Management in Sandusky, OH and has 1 year of experience in the finance industry.
Ryan Kyle (CRD# 7230984) is an Investment Advisor Representative working at Edward Jones in Sandusky, OH and has over 3 years of experience in the finance industry.
Jeffrey Lucas (CRD# 5851768) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sandusky, OH and has 1 year of experience in the finance industry.
Rachael Maschari (CRD# 7321590) is an Investment Advisor Representative working at Avantax Advisory Services in Sandusky, OH and has over 2 years of experience in the finance industry.
August Allendorf (CRD# 5590292) is an Investment Advisor Representative working at Pnc Investments in Norwalk, OH and has over 14 years of experience in the finance industry.
Chad Balhoff (CRD# 4676970) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Fremont, OH and has over 20 years of experience in the finance industry.
Joseph Beebe (CRD# 6455123) is an Investment Advisor Representative working at Primerica Advisors in Milan, OH and has 1 year of experience in the finance industry.
Donald Berkey (CRD# 716708) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bellevue, OH and has over 22 years of experience in the finance industry.
Athol Bias (CRD# 2858376) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Castalia, OH and has over 26 years of experience in the finance industry.