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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
Jeffrey Daney (CRD# 5258423) is an Investment Advisor Representative working at Lpl Financial LLC in Toledo, OH and has over 16 years of experience in the finance industry.
Ryan Dauterman (CRD# 4383683) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bowling Green, OH and has over 17 years of experience in the finance industry.
Mary Davenport-Yant (CRD# 3109818) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bowling Green, OH and has over 23 years of experience in the finance industry. Mary Davenport-Yant 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.
Robert Davis (CRD# 5406140) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Toledo, OH and has over 15 years of experience in the finance industry.
Corey De Meritt (CRD# 5988161) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Adrian, MI and has over 12 years of experience in the finance industry.
Janelle Debacker (CRD# 2869863) is an Investment Advisor Representative working at Avantax Advisory Services in Delta, OH and has over 25 years of experience in the finance industry.
Bruce Deboer (CRD# 808374) is an Investment Advisor Representative working at Mml Investors Services, LLC in Toledo, OH and has over 40 years of experience in the finance industry.
Joseph Decker (CRD# 5283749) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Toledo, OH and has over 16 years of experience in the finance industry.
Lawrence Decker (CRD# 1013821) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Toledo, OH and has over 42 years of experience in the finance industry.
Steven Decker (CRD# 5504190) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Toledo, OH and has over 15 years of experience in the finance industry.