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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
Brian Maher (CRD# 2877392) is an Investment Advisor Representative working at Signature Equity Partners, LLC in Westerville, OH and has over 26 years of experience in the finance industry.
Anthony Mampieri (CRD# 6393648) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Westerville, OH and has over 7 years of experience in the finance industry.
Richard Martin (CRD# 1859819) is an Investment Advisor Representative working at Lpl Financial LLC in Westerville, OH and has over 33 years of experience in the finance industry. Richard Martin 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.
Joseph Mathias (CRD# 5693824) is an Investment Advisor Representative working at Lpl Financial LLC in Westerville, OH and has over 14 years of experience in the finance industry.
Patrick McCormick (CRD# 5065722) is an Investment Advisor Representative working at Fisher Investments in Westerville, OH and has over 17 years of experience in the finance industry.
Daniel Miller (CRD# 6384066) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Maumee, OH and has 1 year of experience in the finance industry.
I believe that money is important. It's not the most important thing, but it ranks pretty high up there. Things like family, our health, and faith typically would take the top 3 spots, with money to follow shortly after. Although it's not a top priority, I do believe it affects every part of our lives. It touches our marriages and relationships with our children, stress levels at work, where we live, what we...
Brenda Millhouse-Huebner (CRD# 4495173) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 15 years of experience in the finance industry. Brenda Millhouse-Huebner 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.
Michael Moore (CRD# 5934537) is an Investment Advisor Representative working at Lpl Financial LLC in Westerville, OH and has over 12 years of experience in the finance industry.
Steven Morgan (CRD# 5678870) is an Investment Advisor Representative working at Arbor Point Advisors in Westerville, OH and has over 12 years of experience in the finance industry.
Elaine Mosqueda (CRD# 6149955) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 11 years of experience in the finance industry.