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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
Keith Kinsey (CRD# 1109420) is an Investment Advisor Representative working at Wells Fargo Advisors in Charleston, IL and has over 38 years of experience in the finance industry. Keith Kinsey 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.
Cory Kleiss (CRD# 5175344) is an Investment Advisor Representative working at Edward Jones in Tuscola, IL and has over 17 years of experience in the finance industry.
Ryan Kleiss (CRD# 4138316) is an Investment Advisor Representative working at Edward Jones in Arthur, IL and has over 8 years of experience in the finance industry.
George Levi (CRD# 4218427) is an Investment Advisor Representative working at Edward Jones in Sullivan, IL and has over 23 years of experience in the finance industry.
C Mann (CRD# 4301557) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monticello, IL and has over 23 years of experience in the finance industry. C Mann 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 Matigian (CRD# 5636106) is an Investment Advisor Representative working at Edward Jones in Mattoon, IL and has over 15 years of experience in the finance industry.
Kristi Montgomery (CRD# 5988468) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mattoon, IL and has over 12 years of experience in the finance industry.
Joseph Mouser (CRD# 5650793) is an Investment Advisor Representative working at Edward Jones in Monticello, IL and has over 15 years of experience in the finance industry.
Craig Myers (CRD# 3097921) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monticello, IL and has over 25 years of experience in the finance industry.
Jeffrey Oetting (CRD# 2787939) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Charleston, IL and has over 26 years of experience in the finance industry.