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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
Jason Beischel (CRD# 4575752) is an Investment Advisor Representative working at Daymark Wealth Partners, LLC in Cincinnati, OH and has over 21 years of experience in the finance industry. Jason Beischel 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.
Donnie Bell (CRD# 6563133) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 7 years of experience in the finance industry.
Lucas Bell (CRD# 6928573) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Cincinnati, OH and has over 6 years of experience in the finance industry.
Mike Bell (CRD# 2183320) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 32 years of experience in the finance industry.
Rick Bell (CRD# 5296037) is an Investment Advisor Representative working at Crew Capital Management, Ltd. in Covington, KY and has over 17 years of experience in the finance industry.
Amy Bender (CRD# 4534365) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 20 years of experience in the finance industry.
Lee Benmlouka (CRD# 5417467) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 15 years of experience in the finance industry.
Mackenzie Bennett (CRD# 6932987) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cincinati, OH and has over 5 years of experience in the finance industry.
Mark Bennett (CRD# 1080275) is an Investment Advisor Representative working at Horan Capital Advisors, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.
Joshua Bentz (CRD# 6644743) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 7 years of experience in the finance industry. Joshua Bentz 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.