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Distance Only Upper Arlington, 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
Christopher Moore (CRD# 5535728) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Upper Arlington, OH and has over 14 years of experience in the finance industry.
Craig Novosel-Johnson (CRD# 5344158) is an Investment Advisor Representative working at Wealthought LLC in Upper Arlington, OH and has over 16 years of experience in the finance industry. Craig Novosel-Johnson 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.
Curtis Reed (CRD# 2857586) is an Investment Advisor Representative working at Welspire LLC in Upper Arlington, OH and has over 16 years of experience in the finance industry. Curtis Reed 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.
Stephen Rogers (CRD# 4421548) is an Investment Advisor Representative working at Lpl Financial LLC in Upper Arlington, OH and has over 21 years of experience in the finance industry.
Brandon Smith (CRD# 4835033) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Upper Arlington, OH and has over 10 years of experience in the finance industry.
Caitlin Davis (CRD# 7548857) is an Investment Advisor Representative working at Edward Jones in Upper Arlington, OH and has 1 year of experience in the finance industry.
Elena Duffner (CRD# 7173449) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Upper Arlington, OH and has over 4 years of experience in the finance industry.
Christopher Rhorer (CRD# 6821701) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Upper Arlington, OH and has 1 year of experience in the finance industry.
Nathan Schroer (CRD# 7536866) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Upper Arlington, OH and has 1 year of experience in the finance industry.