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Distance Only Worthington, OH
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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
Thomas Costantiello (CRD# 2428683) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Worthington, OH and has over 30 years of experience in the finance industry. Thomas Costantiello 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.
Thomas Cunningham (CRD# 4622089) is an Investment Advisor Representative working at Primerica Advisors in Worthington, OH and has over 12 years of experience in the finance industry.
Stephen Daley (CRD# 2613113) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Worthington, OH and has over 28 years of experience in the finance industry.
Michael Derflinger (CRD# 2939063) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Worthington, OH and has 1 year of experience in the finance industry.
Dave Dittman (CRD# 4902112) is an Investment Advisor Representative working at Primerica Advisors in Perrysburg, OH and has over 11 years of experience in the finance industry.
He focuses on educating his clients on how financial products works, not just selling them products.
Dave can also provide a complimentary Financial Needs Analysis (a financial GPS) at no cost to help his clients achieve their financial goals.
Vincent Eckel (CRD# 5560029) is an Investment Advisor Representative working at Equitable Advisors, LLC in Worthington, OH and has over 10 years of experience in the finance industry.
Shane Eversole (CRD# 4142972) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Worthington, OH and has over 18 years of experience in the finance industry.
Adam Ferne (CRD# 4633246) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Worthington, OH and has over 20 years of experience in the finance industry.
Lucas Fields (CRD# 5318847) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Worthington, OH and has over 16 years of experience in the finance industry.
Joseph Finneran (CRD# 1045946) is an Investment Advisor Representative working at Tricord Wealth Advisors in Worthington, OH and has over 40 years of experience in the finance industry. Joseph Finneran 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.