-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
William Schiffman (CRD# 1960366) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Worthington, OH and has over 22 years of experience in the finance industry.
Daniel Schwenker (CRD# 1140295) is an Investment Advisor Representative working at D.a. Schwenker & Assoc.'s, Inc. in Worthington, OH and has over 40 years of experience in the finance industry.
Eric Shearer (CRD# 4686169) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Worthington, OH and has over 20 years of experience in the finance industry. Eric Shearer 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.
Daniel Singleton (CRD# 4454739) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Worthington, OH and has over 22 years of experience in the finance industry.
Gregory Smith (CRD# 5510500) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Worthington, OH and has over 14 years of experience in the finance industry.
Edward Sommer (CRD# 6084380) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Worthington, OH and has over 8 years of experience in the finance industry.
Brandon Strong (CRD# 4598981) is an Investment Advisor Representative working at Equitable Advisors, LLC in Worthington, OH and has over 21 years of experience in the finance industry.
Carl Swanson (CRD# 5884453) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Worthington, OH and has over 10 years of experience in the finance industry.
Ryan Sweeney (CRD# 5928227) is an Investment Advisor Representative working at Equitable Advisors, LLC in Worthington, OH and has over 12 years of experience in the finance industry.
Edwin Taylor (CRD# 5751815) is an Investment Advisor Representative working at Primerica Advisors in Worthington, OH and has 1 year of experience in the finance industry.