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Distance Only Troy, OH
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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
Margaret Hanslik (CRD# 3234995) is an Investment Advisor Representative working at Wells Fargo Advisors in Troy, OH and has over 15 years of experience in the finance industry.
Jason Harris (CRD# 4495814) is an Investment Advisor Representative working at Wells Fargo Advisors in Troy, OH and has over 22 years of experience in the finance industry.
Christopher Knowles (CRD# 5526600) is an Investment Advisor Representative working at Wells Fargo Advisors in Troy, OH and has over 15 years of experience in the finance industry.
Mary Lumsden (CRD# 1501692) is an Investment Advisor Representative working at Wells Fargo Advisors in Troy, OH and has over 24 years of experience in the finance industry.
Brett Meiring (CRD# 7496932) is an Investment Advisor Representative working at Wells Fargo Advisors in Troy, OH and has over 2 years of experience in the finance industry. Brett Meiring 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.
Carmen Monaco (CRD# 4129094) is an Investment Advisor Representative working at Wells Fargo Advisors in Troy, OH and has over 24 years of experience in the finance industry.
Jeremy Monnin (CRD# 6988655) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Troy, OH and has over 5 years of experience in the finance industry.
Polina Nocera (CRD# 5632366) is an Investment Advisor Representative working at Wells Fargo Advisors in Troy, OH and has over 13 years of experience in the finance industry.
Sarah Roman (CRD# 7241837) is an Investment Advisor Representative working at Wells Fargo Advisors in Troy, OH and has over 3 years of experience in the finance industry.
Zachary Saint James (CRD# 7237693) is an Investment Advisor Representative working at Wells Fargo Advisors in Troy, OH and has over 3 years of experience in the finance industry.