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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
Louis Roedersheimer (CRD# 5806966) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Covington, KY and has over 13 years of experience in the finance industry. Louis Roedersheimer 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.
Priya Rolfes (CRD# 4227093) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 23 years of experience in the finance industry.
Stephenie Rulli (CRD# 3262690) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 22 years of experience in the finance industry.
Krista Runyon (CRD# 6702342) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 7 years of experience in the finance industry.
Matthew Ryan (CRD# 6690891) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 7 years of experience in the finance industry.
Robert Salisbury (CRD# 5519239) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 12 years of experience in the finance industry.
Seth Sanborn (CRD# 5464772) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Covington, KY and has over 16 years of experience in the finance industry. Seth Sanborn 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.
Clayton Sanford (CRD# 5420911) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 16 years of experience in the finance industry.
Paul Sartori (CRD# 1321982) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Covington, KY and has over 39 years of experience in the finance industry.
Andrew Sathe (CRD# 5781324) is an Investment Advisor Representative working at Mcf Advisors, LLC in Covington, KY and has over 13 years of experience in the finance industry. Andrew Sathe 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.