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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
Deborah Williams (CRD# 4534223) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Mansfield, OH and has over 17 years of experience in the finance industry.
James Williams (CRD# 2331816) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mansfield, OH and has over 31 years of experience in the finance industry.
Matthew Williams (CRD# 4511575) is an Investment Advisor Representative working at Cuso Financial Services in Mansfield, OH and has over 22 years of experience in the finance industry.
Aaron Wilson (CRD# 6220251) is an Investment Advisor Representative working at Edward Jones in Clyde, OH and has over 10 years of experience in the finance industry.
Brett Wilson (CRD# 6053230) is an Investment Advisor Representative working at Primerica Advisors in Milan, OH and has 1 year of experience in the finance industry.
Thomas Wilson (CRD# 1790620) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mansfield, OH and has over 36 years of experience in the finance industry. Thomas Wilson 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.
Stacy Wolford (CRD# 2185437) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mansfield, OH and has over 24 years of experience in the finance industry.
Kevin Young (CRD# 2230647) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bellevue, OH and has over 16 years of experience in the finance industry.
Joshua Paletta (CRD# 5619728) is an Investment Advisor Representative working at Whitaker-myers Wealth Managers, Ltd. in Mansfield, OH and has over 15 years of experience in the finance industry.
Kennedi Amor (CRD# 7310718) is an Investment Advisor Representative working at Edward Jones in Tiffin, OH and has 1 year of experience in the finance industry.