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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
Lisa Palmisano (CRD# 2546471) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Prospect, KY and has over 29 years of experience in the finance industry.
Robert Quaife (CRD# 817666) is an Investment Advisor Representative working at Eagle Strategies LLC in Prospect, KY and has over 41 years of experience in the finance industry.
Timothy Riney (CRD# 6601593) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Prospect, KY and has over 8 years of experience in the finance industry.
Nicholas Schafer (CRD# 6596500) is an Investment Advisor Representative working at Edward Jones in Madison, IN and has over 8 years of experience in the finance industry.
Jennifer Scudder (CRD# 2938567) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Vevay, IN and has over 23 years of experience in the finance industry.
Carl Smith (CRD# 1952534) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, KY and has over 34 years of experience in the finance industry.
Jeffrey Smith (CRD# 6012127) is an Investment Advisor Representative working at Edward Jones in Madison, IN and has over 12 years of experience in the finance industry.
Nickolus Stephens (CRD# 5011187) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Crestwood, KY and has over 18 years of experience in the finance industry.
Stephan Unger (CRD# 2210040) is an Investment Advisor Representative working at Pnc Investments in Crestwood, KY and has over 21 years of experience in the finance industry.
Zachary Van Zant (CRD# 6522126) is an Investment Advisor Representative working at Concourse Financial Group Advisors in La Grange, KY and has over 8 years of experience in the finance industry. Zachary Van Zant 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.