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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
Jerry Hall (CRD# 5721425) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 14 years of experience in the finance industry.
Daniel Hatfield (CRD# 3111861) is an Investment Advisor Representative working at Commonwealth Financial Network in Westerville, OH and has over 25 years of experience in the finance industry.
Mark Havanec (CRD# 1035577) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Westerville, OH and has over 40 years of experience in the finance industry.
Andrew Hayek (CRD# 4390780) is an Investment Advisor Representative working at Lpl Financial LLC in Westerville, OH and has over 22 years of experience in the finance industry. Andrew Hayek 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.
Taylar Helsel (CRD# 6261595) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 9 years of experience in the finance industry.
Philip Hemphill (CRD# 5619638) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westerville, OH and has over 15 years of experience in the finance industry.
Michael Henn (CRD# 4582922) is an Investment Advisor Representative working at Swisher Financial Concepts, Inc. in Westerville, OH and has over 21 years of experience in the finance industry. Michael Henn 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.
J. Howard (CRD# 4616718) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Westerville, OH and has over 20 years of experience in the finance industry.
Timothy Ianni (CRD# 6892213) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 5 years of experience in the finance industry.
Jill Israel (CRD# 4917055) is an Investment Advisor Representative working at Commonwealth Financial Network in Westerville, OH and has over 19 years of experience in the finance industry.