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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
Christian Schnabel (CRD# 2448485) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Lexington, KY and has over 14 years of experience in the finance industry.
James Schwendeman (CRD# 6803796) is an Investment Advisor Representative working at Ritholtz Wealth Management in Lexington, KY and has over 7 years of experience in the finance industry. James Schwendeman 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.
Roddy Scott (CRD# 417215) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lexington, KY and has over 37 years of experience in the finance industry.
Brooke Seale (CRD# 4758649) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mount Sterling, KY and has over 20 years of experience in the finance industry.
Robin Seale (CRD# 1350092) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lexington, KY and has over 39 years of experience in the finance industry.
Christopher Segebarth (CRD# 6425284) is an Investment Advisor Representative working at Pnc Investments in Lexington, KY and has over 9 years of experience in the finance industry.
David Sever (CRD# 2121756) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, KY and has over 33 years of experience in the finance industry.
Phillip Sexton (CRD# 6319731) is an Investment Advisor Representative working at Edward Jones in Versailles, KY and has over 10 years of experience in the finance industry.
Alexis-rae Sharma (CRD# 4723392) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, KY and has over 20 years of experience in the finance industry. Alexis-rae Sharma 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.
Rischi Sharma (CRD# 3053918) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, KY and has over 25 years of experience in the finance industry. Rischi Sharma 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.