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Distance Only Blue Ash, 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
Matthew Richardson (CRD# 3199694) is an Investment Advisor Representative working at Lpl Financial LLC in Blue Ash, OH and has over 18 years of experience in the finance industry. Matthew Richardson 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.
Jeffrey Scheper (CRD# 5318417) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Blue Ash, OH and has over 16 years of experience in the finance industry. Jeffrey Scheper 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.
Mark Schnizer (CRD# 1812185) is an Investment Advisor Representative working at Lpl Financial LLC in Blue Ash, OH and has 1 year of experience in the finance industry.
Joseph Shults (CRD# 4569288) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Blue Ash, OH and has over 21 years of experience in the finance industry.
Joseph Belew (CRD# 4596624) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has 1 year of experience in the finance industry.
Dinah Bird (CRD# 2131274) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has over 33 years of experience in the finance industry. Dinah Bird 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.
Matthew Cipri (CRD# 7375150) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Blue Ash, OH and has 1 year of experience in the finance industry.
Andrew Hicks (CRD# 6645648) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Blue Ash, OH and has 1 year of experience in the finance industry.
Adam Higgins (CRD# 6523519) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Blue Ash, OH and has over 8 years of experience in the finance industry.
James Joo (CRD# 7563480) is an Investment Advisor Representative working at Journey Advisory Group, LLC in Blue Ash, OH and has 1 year of experience in the finance industry.