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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
Linda Steele (CRD# 3023612) is an Investment Advisor Representative working at Lincoln Investment in West Chester, OH and has over 26 years of experience in the finance industry.
John Stevens (CRD# 2917665) is an Investment Advisor Representative working at Lpl Financial LLC in West Chester, OH and has over 26 years of experience in the finance industry.
Gregory Stewart (CRD# 4648339) is an Investment Advisor Representative working at Primerica Advisors in West Chester, OH and has over 19 years of experience in the finance industry.
Kimberly Thompson (CRD# 4562279) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in West Chester, OH and has over 21 years of experience in the finance industry.
Laura Tidd (CRD# 4372600) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in West Chester, OH and has over 22 years of experience in the finance industry.
Angie Trandai (CRD# 3019883) is an Investment Advisor Representative working at Brokers Financial in West Chester, OH and has over 26 years of experience in the finance industry. Angie Trandai 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.
Robyn Urig (CRD# 6717043) is an Investment Advisor Representative working at Primerica Advisors in West Chester, OH and has over 7 years of experience in the finance industry.
Marie Vandenberg (CRD# 4474705) is an Investment Advisor Representative working at Primerica Advisors in West Chester, OH and has over 21 years of experience in the finance industry.
John Vanweelden (CRD# 4106093) is an Investment Advisor Representative working at Vanweelden Wealth Management, LLC in West Chester, OH and has over 24 years of experience in the finance industry.
Richard Villers (CRD# 2410316) is an Investment Advisor Representative working at Advisory Services Network in West Chester, OH and has over 26 years of experience in the finance industry.