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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
Allison O'connell (CRD# 7056155) is an Investment Advisor Representative working at Edward Jones in Coldwater, MI and has 1 year of experience in the finance industry.
Jordan Pfister (CRD# 7488138) is an Investment Advisor Representative working at Pathway Financial Advisers, LLC in Auburn, IN and has over 2 years of experience in the finance industry.
James Priebe (CRD# 7639221) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has 1 year of experience in the finance industry.
Matt Reiber (CRD# 6127639) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Kendallville, IN and has over 9 years of experience in the finance industry.
Tyler Rickert (CRD# 7578255) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has 1 year of experience in the finance industry.
James Ross (CRD# 7622731) is an Investment Advisor Representative working at Lpl Financial LLC in Lagrange, IN and has 1 year of experience in the finance industry.
David Scott (CRD# 7167433) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.
Benjamin Shively (CRD# 3051154) is an Investment Advisor Representative working at Ami Investment Management Inc. in Kendallville, IN and has over 24 years of experience in the finance industry. Benjamin Shively 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.
Chandra Snyder (CRD# 4774866) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kendallville, IN and has over 19 years of experience in the finance industry.
Jessica Stephenson (CRD# 6547482) is an Investment Advisor Representative working at Edward Jones in Auburn, IN and has 1 year of experience in the finance industry.