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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
James Nicholson (CRD# 5313260) is an Investment Advisor Representative working at Magnate Advisory Services, LLC in Louisville, KY and has over 16 years of experience in the finance industry. James Nicholson 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.
Todd O'neil (CRD# 2651238) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Louisville, KY and has over 28 years of experience in the finance industry.
Beth Overbey (CRD# 4034253) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Pewee Valley, KY and has over 24 years of experience in the finance industry.
Dylan Pfeffer (CRD# 6085123) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Louisville, KY and has over 10 years of experience in the finance industry.
Paul Pippin (CRD# 5194156) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Louisville, KY and has over 10 years of experience in the finance industry.
Steven Pippin (CRD# 1176058) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Louisville, KY and has over 40 years of experience in the finance industry.
Erin Piscitelli (CRD# 6803630) is an Investment Advisor Representative working at Cerity Partners LLC in Louisville, KY and has over 5 years of experience in the finance industry. Erin Piscitelli 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.
Lonny Powell (CRD# 6875544) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Louisville, KY and has over 6 years of experience in the finance industry.
Christopher Puffer (CRD# 2878141) is an Investment Advisor Representative working at Money Concepts Advisory Service in Louisville, KY and has over 27 years of experience in the finance industry.
Renee Ray Robinson (CRD# 2170461) is an Investment Advisor Representative working at Pnc Investments in Louisville, KY and has over 26 years of experience in the finance industry.