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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
Fred Buckley (CRD# 1056607) is an Investment Advisor Representative working at Commonwealth Financial Network in Liberty Township, OH and has over 33 years of experience in the finance industry.
Louis Dissel (CRD# 4406392) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Liberty Township, OH and has over 22 years of experience in the finance industry. Louis Dissel 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.
Michael Federle (CRD# 6068781) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Liberty Township, OH and has over 10 years of experience in the finance industry.
Thomas Holding (CRD# 1508208) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Liberty Township, OH and has over 29 years of experience in the finance industry. Thomas Holding 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.
Zachary Steinmetz (CRD# 6218161) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Liberty Township, OH and has over 10 years of experience in the finance industry.
Anthony Weaver (CRD# 6915648) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Liberty Township, OH and has over 5 years of experience in the finance industry.
John Gavigan (CRD# 7817129) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Liberty Township, OH and has 1 year of experience in the finance industry.
Adam Wagers (CRD# 7470141) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Liberty Township, OH and has 1 year of experience in the finance industry.
Michael Abbinante (CRD# 3004878) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 25 years of experience in the finance industry.
John Abbott (CRD# 2930449) is an Investment Advisor Representative working at Primerica Advisors in Centerville, OH and has over 26 years of experience in the finance industry.