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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
Tina Jordan (CRD# 4656946) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Toledo, OH and has over 20 years of experience in the finance industry.
Craig Joseph (CRD# 2704378) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Toledo, OH and has over 28 years of experience in the finance industry.
Paul Joseph (CRD# 6363596) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Toledo, OH and has over 5 years of experience in the finance industry.
David Kaser (CRD# 1172233) is an Investment Advisor Representative working at Kmg Fiduciary Partners, LLC in Toledo, OH and has over 40 years of experience in the finance industry. David Kaser 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.
Richard Kaser (CRD# 2083645) is an Investment Advisor Representative working at Kmg Fiduciary Partners, LLC in Toledo, OH and has over 33 years of experience in the finance industry. Richard Kaser 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.
Kathleen Kawczynski (CRD# 1827118) is an Investment Advisor Representative working at Mml Investors Services, LLC in Toledo, OH and has over 31 years of experience in the finance industry.
Kathryn Kelley (CRD# 3091778) is an Investment Advisor Representative working at Eagle Strategies LLC in Toledo, OH and has over 22 years of experience in the finance industry.
Ryan Kelley (CRD# 3104506) is an Investment Advisor Representative working at Lpl Financial LLC in Toledo, OH and has over 25 years of experience in the finance industry.
James Kennedy (CRD# 839169) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Toledo, OH and has over 33 years of experience in the finance industry. James Kennedy 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.
John Kennedy (CRD# 4546573) is an Investment Advisor Representative working at Kennedy, John B. in Toledo, OH and has 1 year of experience in the finance industry. John Kennedy 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.