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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
Daniel Wolford (CRD# 2886642) is an Investment Advisor Representative working at Swisher Financial Concepts, Inc. in Westerville, OH and has over 26 years of experience in the finance industry. Daniel Wolford 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.
Jonathan Yarger (CRD# 2141363) is an Investment Advisor Representative working at Yarger Wealth Strategies, LLC in Westerville, OH and has over 27 years of experience in the finance industry.
Mark Young (CRD# 2464498) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 17 years of experience in the finance industry.
Ronald Zeppernick (CRD# 2603740) is an Investment Advisor Representative working at Key Investment Services LLC in Westerville, OH and has over 28 years of experience in the finance industry.
Sylvia Aryee (CRD# 6902696) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 4 years of experience in the finance industry.
James Bishop (CRD# 1875183) is an Investment Advisor Representative working at Eagle Eye Advisory LLC in Westerville, OH and has over 18 years of experience in the finance industry.
Rejoice Bonnie (CRD# 7004675) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 4 years of experience in the finance industry.
David Bookheimer (CRD# 7409130) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 2 years of experience in the finance industry.
Jacob Breakey (CRD# 7346222) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Westerville, OH and has 1 year of experience in the finance industry.
Michael Buchan (CRD# 6491412) is an Investment Advisor Representative working at Edward Jones in Westerville, OH and has over 4 years of experience in the finance industry.