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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
Jason Wolfe (CRD# 3248955) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Worthington, OH and has over 23 years of experience in the finance industry.
Gabriel Woolum (CRD# 5123020) is an Investment Advisor Representative working at Stonex Advisors Inc. in Worthington, OH and has over 10 years of experience in the finance industry.
Douglas Young (CRD# 2244301) is an Investment Advisor Representative working at Primerica Advisors in Worthington, OH and has over 31 years of experience in the finance industry.
Joy Young (CRD# 6336069) is an Investment Advisor Representative working at Primerica Advisors in Worthington, OH and has 1 year of experience in the finance industry.
Lynn Zag (CRD# 3025263) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Worthington, OH and has over 25 years of experience in the finance industry.
Joseph Zahora (CRD# 5762314) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Worthington, OH and has over 9 years of experience in the finance industry. Joseph Zahora 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.
Victor Zancudo (CRD# 6162151) is an Investment Advisor Representative working at Primerica Advisors in Worthington, OH and has 1 year of experience in the finance industry.
Mark Zipfel (CRD# 1179677) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Worthington, OH and has over 40 years of experience in the finance industry.
Neil Zipfel (CRD# 4441929) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Worthington, OH and has over 19 years of experience in the finance industry.
Eric Beckman (CRD# 7024742) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Worthington, OH and has over 5 years of experience in the finance industry.