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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
Matthew Rupe (CRD# 6725594) is an Investment Advisor Representative working at Prudential Financial Planning Services in West Chester, OH and has over 6 years of experience in the finance industry.
Mary Schulz (CRD# 6152565) is an Investment Advisor Representative working at Primerica Advisors in West Chester, OH and has 1 year of experience in the finance industry.
Richard Severt (CRD# 2605730) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in West Chester, OH and has over 15 years of experience in the finance industry.
Barry Shelley (CRD# 1276771) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in West Chester, OH and has over 38 years of experience in the finance industry. Barry Shelley 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.
Bradley Shelley (CRD# 6382347) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in West Chester, OH and has over 9 years of experience in the finance industry.
Eric Shupe (CRD# 3050796) is an Investment Advisor Representative working at Lincoln Investment in West Chester, OH and has over 23 years of experience in the finance industry.
Nicholas Simmons (CRD# 6263186) is an Investment Advisor Representative working at Primerica Advisors in West Chester, OH and has over 4 years of experience in the finance industry.
Joe Simpson (CRD# 5872005) is an Investment Advisor Representative working at Primerica Advisors in West Chester, OH and has over 7 years of experience in the finance industry.
Jeffrey Sims (CRD# 2236487) is an Investment Advisor Representative working at Mariner Wealth in West Chester, OH and has over 26 years of experience in the finance industry.
Thomas Stafford (CRD# 4542958) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in West Chester, OH and has over 19 years of experience in the finance industry.