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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
Jeffrey Lawson (CRD# 3257793) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Florence, KY and has over 24 years of experience in the finance industry. Jeffrey Lawson 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.
Jessica Lucas (CRD# 5518026) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Walton, KY and has over 15 years of experience in the finance industry.
Matthew Luken (CRD# 6125782) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Independence, KY and has over 11 years of experience in the finance industry.
Matthew Lyon (CRD# 5242333) is an Investment Advisor Representative working at Zenith Advisory Group, LLC in Union, KY and has over 17 years of experience in the finance industry. Matthew Lyon 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.
Kelly Malatesta (CRD# 5500775) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Walton, KY and has over 15 years of experience in the finance industry.
Scott Mann (CRD# 4333296) is an Investment Advisor Representative working at Mann Capital Management LLC in Florence, KY and has over 23 years of experience in the finance industry. Scott Mann 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.
Nan Matteson (CRD# 4947960) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Florence, KY and has over 18 years of experience in the finance industry. Nan Matteson 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.
Craig Middendorf (CRD# 1164834) is an Investment Advisor Representative working at Independent Financial Partners in Florence, KY and has over 23 years of experience in the finance industry. Craig Middendorf 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.
Barry Millson (CRD# 1016266) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Florence, KY and has over 39 years of experience in the finance industry. Barry Millson 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.
Michelle Misplay (CRD# 5153121) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Florence, KY and has over 17 years of experience in the finance industry.