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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
Jeremiah McCarthy (CRD# 4092080) is an Investment Advisor Representative working at Mccarthy Wealth & Tax Advisors in Springboro, OH and has over 24 years of experience in the finance industry. Jeremiah McCarthy 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.
Mark Merten (CRD# 4218324) is an Investment Advisor Representative working at Invest Capital Partners in Springboro, OH and has over 23 years of experience in the finance industry.
Douglas Moore (CRD# 4824758) is an Investment Advisor Representative working at Financial Counseling, Inc. in Springboro, OH and has 1 year of experience in the finance industry.
Christian Mouser (CRD# 5431809) is an Investment Advisor Representative working at Mccarthy Wealth & Tax Advisors in Springboro, OH and has over 16 years of experience in the finance industry. Christian Mouser 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.
Jeremy Payton (CRD# 5115816) is an Investment Advisor Representative working at Edward Jones in Springboro, OH and has over 17 years of experience in the finance industry.
Shelley Perone (CRD# 4936903) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Springboro, OH and has over 16 years of experience in the finance industry.
Luong Pham (CRD# 2830422) is an Investment Advisor Representative working at Axim Planning & Wealth in Springboro, OH and has over 27 years of experience in the finance industry.
Paul Purcell (CRD# 4128467) is an Investment Advisor Representative working at Kiplinger Wealth Advisors in Springboro, OH and has over 22 years of experience in the finance industry.
Richard Smith (CRD# 6200462) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Springboro, OH and has over 10 years of experience in the finance industry.
Mark Stusek (CRD# 5557890) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Springboro, OH and has over 8 years of experience in the finance industry. Mark Stusek 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.