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Distance Only Canfield, 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
Renee Hefner (CRD# 5567139) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Canfield, OH and has over 12 years of experience in the finance industry.
Kevin Helmick (CRD# 2414449) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Canfield, OH and has over 26 years of experience in the finance industry. Kevin Helmick 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.
Liam Jones (CRD# 6451372) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Canfield, OH and has over 5 years of experience in the finance industry.
Sidney Jones (CRD# 1062078) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Canfield, OH and has over 37 years of experience in the finance industry.
Rocco Kinsley (CRD# 1727386) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Canfield, OH and has over 36 years of experience in the finance industry.
Wilbur Kline (CRD# 6453142) is an Investment Advisor Representative working at Lpl Financial LLC in Canfield, OH and has over 8 years of experience in the finance industry.
David Kurcon (CRD# 2519690) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Canfield, OH and has over 29 years of experience in the finance industry.
Natalie Lariccia (CRD# 4369579) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Canfield, OH and has over 22 years of experience in the finance industry.
Robert Lehner (CRD# 1092399) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Canfield, OH and has over 41 years of experience in the finance industry.
James Leugers (CRD# 4138406) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Canfield, OH and has over 5 years of experience in the finance industry.